RQS
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Ramsey Quantitative Systems’s Morningstar MORN Stock Holding History

Ramsey Quantitative Systems’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
-2,373
Closed -$261K – 157
2018
Q4 		$261K Buy
+2,373
New +$278K 0.31% 94
2017
Q3 		– Sell
-5,974
Closed -$309K – 207
2017
Q2 		$309K Sell
5,974
-3,567
-37% -$269K 0.35% 111
2017
Q1 		$488K Buy
9,541
+3,387
+55% +$263K 0.56% 59
2016
Q4 		$453K Sell
6,154
-3,054
-33% -$225K 0.61% 79
2016
Q3 		$730K Buy
+9,208
New +$757K 0.81% 56

Other funds holding MORN

ACM
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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
RA
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

Ramsey Quantitative Systems's MORN Position: Q1 2019 in Review

Ramsey Quantitative Systems sold out of Morningstar (MORN) in Q1 2019, closing a stake of 2,373 shares — an estimated $261K sold.

Ramsey Quantitative Systems first reported a position in MORN in Q3 2016 and held it in 5 quarters. The position peaked at $730K in Q3 2016. 236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

  • Ramsey Quantitative Systems reported no remaining Morningstar position as of Q1 2019 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 2,373 Morningstar shares in Q1 2019, an estimated $261K.
  • Ramsey Quantitative Systems first reported a position in Morningstar in Q3 2016 and held it in 5 quarters.
  • Ramsey Quantitative Systems's Morningstar position peaked at $730K in Q3 2016.
  • 236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2019, filed 23 Apr 2019.