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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

QS Investors's MORN Position: Q1 2019 in Review

QS Investors sold out of Morningstar (MORN) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

QS Investors first reported a position in MORN in Q3 2015 and held it in 14 quarters. The position peaked at $425K in Q3 2015. 236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

QS Investors reported no remaining Morningstar position as of Q1 2019 after selling out during the quarter.
QS Investors sold 5 Morningstar shares in Q1 2019, an estimated $1K.
QS Investors first reported a position in Morningstar in Q3 2015 and held it in 14 quarters.
QS Investors's Morningstar position peaked at $425K in Q3 2015.
236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on QS Investors's 13F filing for Q1 2019, filed 15 May 2019.