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Quantitative Systematic Strategies’s Morningstar MORN Stock Holding History

Quantitative Systematic Strategies’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
Q3 		– Sell
-2,002
Closed -$290K – 550
2019
Q2 		$290K Buy
+2,002
New +$276K 0.05% 335
2016
Q1 		– Sell
-3,737
Closed -$303K – 631
2015
Q4 		$303K Buy
+3,737
New +$303K 0.08% 600

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Quantitative Systematic Strategies's MORN Position: Q3 2019 in Review

Quantitative Systematic Strategies sold out of Morningstar (MORN) in Q3 2019, closing a stake of 2,002 shares — an estimated $290K sold.

Quantitative Systematic Strategies first reported a position in MORN in Q4 2015 and held it in 2 quarters. The position peaked at $303K in Q4 2015. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Quantitative Systematic Strategies reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 2,002 Morningstar shares in Q3 2019, an estimated $290K.
  • Quantitative Systematic Strategies first reported a position in Morningstar in Q4 2015 and held it in 2 quarters.
  • Quantitative Systematic Strategies's Morningstar position peaked at $303K in Q4 2015.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Quantitative Systematic Strategies's 13F filing for Q3 2019, filed 7 Nov 2019.