Numeric Investors’s Morningstar MORN Stock Holding History

Numeric Investors’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
2016 Q3	–	Sell	-3,800	Closed	-$311K	–	1135
2016 Q2	$311K	Buy	+3,800	New	+$318K	﹤0.01%	876

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Numeric Investors's MORN Position: Q3 2016 in Review

Numeric Investors sold out of Morningstar (MORN) in Q3 2016, closing a stake of 3,800 shares — an estimated $311K sold.

Numeric Investors first reported a position in MORN in Q2 2016 and held it in 1 quarter. The position peaked at $311K in Q2 2016. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

Numeric Investors reported no remaining Morningstar position as of Q3 2016 after selling out during the quarter.
Numeric Investors sold 3,800 Morningstar shares in Q3 2016, an estimated $311K.
Numeric Investors first reported a position in Morningstar in Q2 2016 and held it in 1 quarter.
Numeric Investors's Morningstar position peaked at $311K in Q2 2016.
172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Numeric Investors's 13F filing for Q3 2016, filed 14 Nov 2016.