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MORN icon

Neuburgh Advisers’s Morningstar MORN Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$45K Sell
306
-340
-53% -$52.3K ﹤0.01% 851
2019
Q2 		$94K Sell
646
-68
-10% -$9.39K ﹤0.01% 809
2019
Q1 		$90K Buy
+714
New +$85.8K ﹤0.01% 800

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $34B AUM 6.31% 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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuburgh Advisers's MORN Position: Q3 2019 in Review

Neuburgh Advisers reduced its Morningstar (MORN) stake by 53% in Q3 2019, selling an estimated $52.3K and leaving 306 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Neuburgh Advisers first reported a position in MORN in Q1 2019 and has held it in 3 quarters since. The position peaked at $94K in Q2 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Neuburgh Advisers held 306 shares of Morningstar worth $45K as of Q3 2019.
  • Neuburgh Advisers sold 340 Morningstar shares in Q3 2019, an estimated $52.3K.
  • Morningstar made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #851 holding.
  • Neuburgh Advisers first reported a position in Morningstar in Q1 2019 and has held it in 3 quarters since.
  • Neuburgh Advisers's Morningstar position peaked at $94K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.