OAM
MORN icon

Oxford Asset Management’s Morningstar MORN Stock Holding History

Oxford Asset Management’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
Q4 		– Sell
-4,270
Closed -$624K – 1967
2019
Q3 		$624K Buy
+4,270
New +$657K 0.02% 1168
2019
Q1 		– Sell
-8,372
Closed -$920K – 1858
2018
Q4 		$920K Buy
8,372
+5,642
+207% +$661K 0.02% 907
2018
Q3 		$343K Sell
2,730
-12,883
-83% -$1.74M 0.01% 1457
2018
Q2 		$2M Buy
15,613
+9,174
+142% +$1.05M 0.04% 667
2018
Q1 		$615K Buy
+6,439
New +$619K 0.01% 1161
2017
Q2 		– Sell
-3,435
Closed -$270K – 1611
2017
Q1 		$270K Buy
+3,435
New +$267K 0.01% 1226

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Kayne Anderson Rudnick Investment Management
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ACM
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return