Parallax Volatility Advisers’s Morningstar MORN Stock Holding History

Parallax Volatility 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
2015 Q2	–	Sell	-1,000	Closed	-$75K	–	4448
2015 Q1	$75K	Sell	1,000 -300	-23%	-$21.3K	﹤0.01%	2717
2014 Q4	$84K	Buy	+1,300	New	+$86.1K	﹤0.01%	3598
2014 Q3	–	Sell	-2,900	Closed	-$208K	–	4373
2014 Q2	$208K	Buy	2,900 +400	+16%	+$29.2K	﹤0.01%	1960
2014 Q1	$197K	Buy	2,500 +900	+56%	+$71.7K	﹤0.01%	1476
2013 Q4	$124K	Buy	+1,600	New	+$127K	﹤0.01%	1720

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ACM

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Parallax Volatility Advisers's MORN Position: Q2 2019 in Review

Parallax Volatility Advisers sold out of Morningstar (MORN) in Q2 2019, closing a stake of 9,064 shares — an estimated $1.14M sold.

Parallax Volatility Advisers first reported a position in MORN in Q2 2013 and held it in 3 quarters. The position peaked at $1.14M in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

Parallax Volatility Advisers reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
Parallax Volatility Advisers sold 9,064 Morningstar shares in Q2 2019, an estimated $1.14M.
Parallax Volatility Advisers first reported a position in Morningstar in Q2 2013 and held it in 3 quarters.
Parallax Volatility Advisers's Morningstar position peaked at $1.14M in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Parallax Volatility Advisers's 13F filing for Q2 2019, filed 14 Aug 2019.