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Penserra Capital Management’s Morningstar MORN Stock Holding History

Penserra Capital 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
Q2 		– Sell
-252
Closed -$36K – 835
2019
Q1 		$36K Sell
252
-52
-17% -$6.25K ﹤0.01% 604
2018
Q4 		$33K Sell
304
-16
-5% -$1.88K ﹤0.01% 511
2018
Q3 		$40K Sell
320
-49
-13% -$6.61K ﹤0.01% 612
2018
Q2 		$47K Sell
369
-103
-22% -$11.8K ﹤0.01% 486
2018
Q1 		$45K Buy
472
+217
+85% +$20.9K ﹤0.01% 373
2017
Q4 		$24K Buy
255
+93
+57% +$8.37K ﹤0.01% 350
2017
Q3 		$13K Buy
162
+32
+25% +$2.61K ﹤0.01% 402
2017
Q2 		$10K Buy
+130
New +$9.81K ﹤0.01% 418
2017
Q1 		– Sell
-248
Closed -$18K – 742
2016
Q4 		$18K Buy
248
+23
+10% +$1.69K ﹤0.01% 686
2016
Q3 		$17K Buy
225
+90
+67% +$7.4K ﹤0.01% 620
2016
Q2 		$11K Buy
135
+57
+73% +$4.76K ﹤0.01% 590
2016
Q1 		$6K Sell
78
-16
-17% -$1.27K ﹤0.01% 705
2015
Q4 		$8K Buy
+94
New +$7.62K ﹤0.01% 568

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Penserra Capital Management's MORN Position: Q2 2019 in Review

Penserra Capital Management sold out of Morningstar (MORN) in Q2 2019, closing a stake of 252 shares — an estimated $36K sold.

Penserra Capital Management first reported a position in MORN in Q4 2015 and held it in 13 quarters. The position peaked at $47K in Q2 2018. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Penserra Capital Management reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Penserra Capital Management sold 252 Morningstar shares in Q2 2019, an estimated $36K.
  • Penserra Capital Management first reported a position in Morningstar in Q4 2015 and held it in 13 quarters.
  • Penserra Capital Management's Morningstar position peaked at $47K in Q2 2018.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Penserra Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.