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Piedmont Investment Advisors’s Morningstar MORN Stock Holding History

Piedmont Investment Advisors’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
2020
Q1 		– Sell
-1,440
Closed -$218K – 859
2019
Q4 		$218K Sell
1,440
-8
-0.6% -$1.23K 0.01% 870
2019
Q3 		$212K Buy
1,448
+33
+2% +$5.08K 0.01% 860
2019
Q2 		$205K Buy
+1,415
New +$195K 0.01% 902

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Piedmont Investment Advisors's MORN Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Morningstar (MORN) in Q1 2020, closing a stake of 1,440 shares — an estimated $218K sold.

Piedmont Investment Advisors first reported a position in MORN in Q2 2019 and held it in 3 quarters. The position peaked at $218K in Q4 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 1,440 Morningstar shares in Q1 2020, an estimated $218K.
  • Piedmont Investment Advisors first reported a position in Morningstar in Q2 2019 and held it in 3 quarters.
  • Piedmont Investment Advisors's Morningstar position peaked at $218K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.