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Murray Stahl’s Morningstar MORN Stock Holding History

Murray Stahl’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,891
Closed -$286K – 441
2019
Q4 		$286K Sell
1,891
-74
-4% -$11.4K 0.01% 375
2019
Q3 		$287K Sell
1,965
-240
-11% -$36.9K 0.01% 409
2019
Q2 		$319K Sell
2,205
-607
-22% -$83.8K 0.01% 363
2019
Q1 		$354K Buy
+2,812
New +$338K 0.01% 323

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Murray Stahl's MORN Position: Q1 2020 in Review

Murray Stahl sold out of Morningstar (MORN) in Q1 2020, closing a stake of 1,891 shares — an estimated $286K sold.

Murray Stahl first reported a position in MORN in Q1 2019 and held it in 4 quarters. The position peaked at $354K in Q1 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • Murray Stahl reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
  • Murray Stahl sold 1,891 Morningstar shares in Q1 2020, an estimated $286K.
  • Murray Stahl first reported a position in Morningstar in Q1 2019 and held it in 4 quarters.
  • Murray Stahl's Morningstar position peaked at $354K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.