Public Sector Pension Investment Board (PSP Investments)’s Morningstar MORN Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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	-21,000	Closed	-$3.18M	–	1429
2019 Q4	$3.18M	Hold	21,000	–	–	0.02%	873
2019 Q3	$3.07M	Hold	21,000	–	–	0.02%	819
2019 Q2	$3.04M	Hold	21,000	–	–	0.02%	692
2019 Q1	$2.65M	Hold	21,000	–	–	0.02%	546
2018 Q4	$2.31M	Buy	+21,000	New	+$2.46M	0.02%	543

Other funds holding MORN

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s MORN Position: Q1 2020 in Review

Public Sector Pension Investment Board (PSP Investments) sold out of Morningstar (MORN) in Q1 2020, closing a stake of 21,000 shares — an estimated $3.18M sold.

Public Sector Pension Investment Board (PSP Investments) first reported a position in MORN in Q4 2018 and held it in 5 quarters. The position peaked at $3.18M in Q4 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

Public Sector Pension Investment Board (PSP Investments) reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
Public Sector Pension Investment Board (PSP Investments) sold 21,000 Morningstar shares in Q1 2020, an estimated $3.18M.
Public Sector Pension Investment Board (PSP Investments) first reported a position in Morningstar in Q4 2018 and held it in 5 quarters.
Public Sector Pension Investment Board (PSP Investments)'s Morningstar position peaked at $3.18M in Q4 2019.
223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2020, filed 14 May 2020.