QS Investors’s Morningstar MORN Stock Holding History

QS Investors’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
2019 Q1	–	Sell	-5	Closed	-$1K	–	1784
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	1780
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	1789
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	1811
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	1828
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	1838
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	1809
2017 Q2	$1K	Buy	5 +1	+25%	+$75	﹤0.01%	1816
2017 Q1	$1K	Hold	4	–	–	﹤0.01%	1828
2016 Q4	$1K	Hold	4	–	–	﹤0.01%	1666
2016 Q3	$1K	Hold	4	–	–	﹤0.01%	1654
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	1697
2016 Q1	$1K	Hold	4	–	–	﹤0.01%	1692
2015 Q4	$1K	Sell	4 -5,296	-100%	-$429K	﹤0.01%	1720
2015 Q3	$425K	Buy	+5,300	New	+$433K	﹤0.01%	921

Other funds holding MORN

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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