QI
MORN icon

Quotient Investors’s Morningstar MORN Stock Holding History

Quotient 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
2015
Q3 		– Sell
-8,177
Closed -$650K – 252
2015
Q2 		$650K Sell
8,177
-36,951
-82% -$2.83M 0.09% 155
2015
Q1 		$3.38M Buy
45,128
+24,077
+114% +$1.71M 0.46% 63
2014
Q4 		$1.36M Buy
+21,051
New +$1.39M 0.28% 96

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quotient Investors's MORN Position: Q3 2015 in Review

Quotient Investors sold out of Morningstar (MORN) in Q3 2015, closing a stake of 8,177 shares — an estimated $650K sold.

Quotient Investors first reported a position in MORN in Q4 2014 and held it in 3 quarters. The position peaked at $3.38M in Q1 2015. 156 funds tracked by Wall St. Rank hold MORN as of Q3 2015.

  • Quotient Investors reported no remaining Morningstar position as of Q3 2015 after selling out during the quarter.
  • Quotient Investors sold 8,177 Morningstar shares in Q3 2015, an estimated $650K.
  • Quotient Investors first reported a position in Morningstar in Q4 2014 and held it in 3 quarters.
  • Quotient Investors's Morningstar position peaked at $3.38M in Q1 2015.
  • 156 funds tracked by Wall St. Rank held Morningstar as of Q3 2015.

Based on Quotient Investors's 13F filing for Q3 2015, filed 21 Oct 2015.