QT
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Quantamental Technologies’s Morningstar MORN Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-1,513
Closed -$221K – 981
2019
Q3 		$221K Buy
1,513
+193
+15% +$29.7K 0.07% 468
2019
Q2 		$191K Buy
+1,320
New +$182K 0.07% 454
2019
Q1 		– Sell
-775
Closed -$85K – 1678
2018
Q4 		$85K Buy
+775
New +$90.8K 0.05% 610

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Quantamental Technologies's MORN Position: Q4 2019 in Review

Quantamental Technologies sold out of Morningstar (MORN) in Q4 2019, closing a stake of 1,513 shares — an estimated $221K sold.

Quantamental Technologies first reported a position in MORN in Q4 2018 and held it in 3 quarters. The position peaked at $221K in Q3 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

  • Quantamental Technologies reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 1,513 Morningstar shares in Q4 2019, an estimated $221K.
  • Quantamental Technologies first reported a position in Morningstar in Q4 2018 and held it in 3 quarters.
  • Quantamental Technologies's Morningstar position peaked at $221K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.