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PEAK6 Group’s Morningstar MORN Stock Holding History

PEAK6 Group’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
2018
Q1 		– Sell
-5,568
Closed -$540K – 4704
2017
Q4 		$540K Buy
+5,568
New +$501K ﹤0.01% 2407
2017
Q3 		– Sell
-3,830
Closed -$312K – 4778
2017
Q2 		$300K Buy
3,830
+2,910
+316% +$220K ﹤0.01% 2988
2017
Q1 		$72K Buy
+920
New +$71.6K ﹤0.01% 3727
2016
Q4 		– Sell
-412
Closed -$33K – 4942
2016
Q3 		$33K Buy
+412
New +$33.9K ﹤0.01% 4002
2015
Q1 		– Sell
-4,232
Closed -$274K – 5048
2014
Q4 		$274K Buy
+4,232
New +$280K ﹤0.01% 3110
2014
Q2 		– Sell
-3,121
Closed -$247K – 4929
2014
Q1 		$247K Sell
3,121
-2,489
-44% -$198K ﹤0.01% 3226
2013
Q4 		$438K Buy
+5,610
New +$446K ﹤0.01% 2782

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PEAK6 Group's MORN Position: Q1 2018 in Review

PEAK6 Group sold out of Morningstar (MORN) in Q1 2018, closing a stake of 5,568 shares — an estimated $540K sold.

PEAK6 Group first reported a position in MORN in Q4 2013 and held it in 7 quarters. The position peaked at $540K in Q4 2017. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

  • PEAK6 Group reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
  • PEAK6 Group sold 5,568 Morningstar shares in Q1 2018, an estimated $540K.
  • PEAK6 Group first reported a position in Morningstar in Q4 2013 and held it in 7 quarters.
  • PEAK6 Group's Morningstar position peaked at $540K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on PEAK6 Group's 13F filing for Q1 2018, filed 15 May 2018.