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Putnam Investments’s Morningstar MORN Stock Holding History

Putnam 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
2016
Q1 		– Sell
-9,568
Closed -$770K – 1441
2015
Q4 		$770K Buy
9,568
+793
+9% +$64.3K ﹤0.01% 1213
2015
Q3 		$704K Buy
+8,775
New +$716K ﹤0.01% 1252
2013
Q4 		– Sell
-55,270
Closed -$4.38M – 1506
2013
Q3 		$4.38M Hold
55,270
– – 0.01% 778
2013
Q2 		$4.29M Buy
+55,270
New +$3.83M 0.01% 761

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Putnam Investments's MORN Position: Q1 2016 in Review

Putnam Investments sold out of Morningstar (MORN) in Q1 2016, closing a stake of 9,568 shares — an estimated $770K sold.

Putnam Investments first reported a position in MORN in Q2 2013 and held it in 4 quarters. The position peaked at $4.38M in Q3 2013. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2016.

  • Putnam Investments reported no remaining Morningstar position as of Q1 2016 after selling out during the quarter.
  • Putnam Investments sold 9,568 Morningstar shares in Q1 2016, an estimated $770K.
  • Putnam Investments first reported a position in Morningstar in Q2 2013 and held it in 4 quarters.
  • Putnam Investments's Morningstar position peaked at $4.38M in Q3 2013.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q1 2016.

Based on Putnam Investments's 13F filing for Q1 2016, filed 16 May 2016.