Piermont Capital Management’s Morningstar MORN Stock Holding History

Piermont 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
2018 Q3	–	Sell	-5,310	Closed	-$681K	–	177
2018 Q2	$681K	Hold	5,310	–	–	0.21%	130
2018 Q1	$507K	Hold	5,310	–	–	0.17%	159
2017 Q4	$515K	Hold	5,310	–	–	0.17%	156
2017 Q3	$451K	Sell	5,310 -3,870	-42%	-$315K	0.15%	175
2017 Q2	$719K	Hold	9,180	–	–	0.21%	195
2017 Q1	$722K	Hold	9,180	–	–	0.17%	199
2016 Q4	$675K	Buy	+9,180	New	+$675K	0.15%	198
2016 Q2	–	Sell	-3,250	Closed	-$287K	–	268
2016 Q1	$287K	Hold	3,250	–	–	0.09%	205
2015 Q4	$261K	Buy	+3,250	New	+$263K	0.08%	210

Other funds holding MORN

ACM

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

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

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

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

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

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

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Piermont Capital Management's MORN Position: Q3 2018 in Review

Piermont Capital Management sold out of Morningstar (MORN) in Q3 2018, closing a stake of 5,310 shares — an estimated $681K sold.

Piermont Capital Management first reported a position in MORN in Q4 2015 and held it in 9 quarters. The position peaked at $722K in Q1 2017. 229 funds tracked by Wall St. Rank hold MORN as of Q3 2018.

Piermont Capital Management reported no remaining Morningstar position as of Q3 2018 after selling out during the quarter.
Piermont Capital Management sold 5,310 Morningstar shares in Q3 2018, an estimated $681K.
Piermont Capital Management first reported a position in Morningstar in Q4 2015 and held it in 9 quarters.
Piermont Capital Management's Morningstar position peaked at $722K in Q1 2017.
229 funds tracked by Wall St. Rank held Morningstar as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.