Pictet Asset Management (UK)’s Morningstar MORN Stock Holding History

Pictet Asset Management (UK)’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
2021 Q2	$393K	Sell	1,530 -170	-10%	-$41.2K	﹤0.01%	1317
2021 Q1	$383K	Sell	1,700 -500	-23%	-$117K	﹤0.01%	1315
2020 Q4	$509K	Buy	2,200 +300	+16%	+$59.6K	﹤0.01%	1160
2020 Q3	$305K	Buy	+1,900	New	+$300K	﹤0.01%	1220
2020 Q1	–	Sell	-30,156	Closed	-$4.56M	–	1156
2019 Q4	$4.56M	Buy	30,156 +1,808	+6%	+$278K	0.01%	782
2019 Q3	$4.14M	Hold	28,348	–	–	0.01%	741
2019 Q2	$4.1M	Sell	28,348 -5,766	-17%	-$796K	0.01%	746
2019 Q1	$4.3M	Buy	34,114 +2,214	+7%	+$266K	0.01%	731
2018 Q4	$3.5M	Buy	31,900 +4,178	+15%	+$490K	0.01%	737
2018 Q3	$3.49M	Buy	27,722 +6,923	+33%	+$933K	0.01%	809
2018 Q2	$2.67M	Buy	+20,799	New	+$2.38M	0.01%	777

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ACM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pictet Asset Management (UK)'s MORN Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Morningstar (MORN) stake by 10% in Q2 2021, selling an estimated $41.2K and leaving 1,530 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Pictet Asset Management (UK) first reported a position in MORN in Q2 2018 and has held it in 11 quarters since. The position peaked at $4.56M in Q4 2019. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

Pictet Asset Management (UK) held 1,530 shares of Morningstar worth $393K as of Q2 2021.
Pictet Asset Management (UK) sold 170 Morningstar shares in Q2 2021, an estimated $41.2K.
Morningstar made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1317 holding.
Pictet Asset Management (UK) first reported a position in Morningstar in Q2 2018 and has held it in 11 quarters since.
Pictet Asset Management (UK)'s Morningstar position peaked at $4.56M in Q4 2019.
295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.