PSUF
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People's United Financial’s Morningstar MORN Stock Holding History

People's United Financial’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
-4,607
Closed -$580K – 777
2019
Q1 		$580K Hold
4,607
– – 0.02% 485
2018
Q4 		$506K Sell
4,607
-310
-6% -$36.3K 0.02% 502
2018
Q3 		$619K Buy
+4,917
New +$663K 0.02% 453

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

People's United Financial's MORN Position: Q2 2019 in Review

People's United Financial sold out of Morningstar (MORN) in Q2 2019, closing a stake of 4,607 shares — an estimated $580K sold.

People's United Financial first reported a position in MORN in Q3 2018 and held it in 3 quarters. The position peaked at $619K in Q3 2018. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • People's United Financial reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • People's United Financial sold 4,607 Morningstar shares in Q2 2019, an estimated $580K.
  • People's United Financial first reported a position in Morningstar in Q3 2018 and held it in 3 quarters.
  • People's United Financial's Morningstar position peaked at $619K in Q3 2018.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on People's United Financial's 13F filing for Q2 2019, filed 14 Aug 2019.