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Parkwood LLC’s Morningstar MORN Stock Holding History

Parkwood LLC’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
2017
Q2 		– Sell
-3,060
Closed -$241K – 494
2017
Q1 		$241K Sell
3,060
-328
-10% -$25.5K 0.03% 402
2016
Q4 		$249K Sell
3,388
-2,141
-39% -$157K 0.04% 406
2016
Q3 		$438K Hold
5,529
– – 0.07% 297
2016
Q2 		$452K Sell
5,529
-957
-15% -$80K 0.08% 283
2016
Q1 		$573K Buy
6,486
+955
+17% +$76.1K 0.1% 218
2015
Q4 		$445K Buy
+5,531
New +$448K 0.07% 313
2014
Q1 		– Sell
-2,386
Closed -$186K – 337
2013
Q4 		$186K Buy
+2,386
New +$190K 0.05% 261

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Parkwood LLC's MORN Position: Q2 2017 in Review

Parkwood LLC sold out of Morningstar (MORN) in Q2 2017, closing a stake of 3,060 shares — an estimated $241K sold.

Parkwood LLC first reported a position in MORN in Q4 2013 and held it in 7 quarters. The position peaked at $573K in Q1 2016. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

  • Parkwood LLC reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
  • Parkwood LLC sold 3,060 Morningstar shares in Q2 2017, an estimated $241K.
  • Parkwood LLC first reported a position in Morningstar in Q4 2013 and held it in 7 quarters.
  • Parkwood LLC's Morningstar position peaked at $573K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Parkwood LLC's 13F filing for Q2 2017, filed 25 Jul 2017.