Parametrica Management’s Morningstar MORN Stock Holding History

Parametrica 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 Q1	–	Sell	-3,008	Closed	-$330K	–	266
2018 Q4	$330K	Buy	+3,008	New	+$353K	0.4%	88

Other funds holding MORN

ACM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Parametrica Management's MORN Position: Q1 2019 in Review

Parametrica Management sold out of Morningstar (MORN) in Q1 2019, closing a stake of 3,008 shares — an estimated $330K sold.

Parametrica Management first reported a position in MORN in Q4 2018 and held it in 1 quarter. The position peaked at $330K in Q4 2018. 236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

Parametrica Management reported no remaining Morningstar position as of Q1 2019 after selling out during the quarter.
Parametrica Management sold 3,008 Morningstar shares in Q1 2019, an estimated $330K.
Parametrica Management first reported a position in Morningstar in Q4 2018 and held it in 1 quarter.
Parametrica Management's Morningstar position peaked at $330K in Q4 2018.
236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on Parametrica Management's 13F filing for Q1 2019, filed 7 May 2019.