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Regions Financial Corp’s Morningstar MORN Stock Holding History

Regions Financial Corp’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
Q2 		– Sell
-94
Closed -$12K – 1373
2019
Q1 		$12K Hold
94
– – ﹤0.01% 1491
2018
Q4 		$10K Hold
94
– – ﹤0.01% 1518
2018
Q3 		$12K Hold
94
– – ﹤0.01% 1590
2018
Q2 		$12K Buy
+94
New +$10.8K ﹤0.01% 1602
2018
Q1 		– Sell
-21
Closed -$2K – 2042
2017
Q4 		$2K Buy
+21
New +$1.89K ﹤0.01% 1906
2016
Q2 		– Sell
-4,285
Closed -$378K – 885
2016
Q1 		$378K Buy
4,285
+1,368
+47% +$109K 0.01% 696
2015
Q4 		$235K Buy
2,917
+71
+2% +$5.75K ﹤0.01% 812
2015
Q3 		$229K Buy
2,846
+23
+0.8% +$1.88K ﹤0.01% 835
2015
Q2 		$225K Sell
2,823
-419
-13% -$32.1K ﹤0.01% 852
2015
Q1 		$243K Sell
3,242
-1,039
-24% -$73.7K ﹤0.01% 823
2014
Q4 		$277K Sell
4,281
-3,944
-48% -$261K ﹤0.01% 789
2014
Q3 		$559K Buy
8,225
+144
+2% +$9.86K 0.01% 740
2014
Q2 		$580K Sell
8,081
-861
-10% -$63K 0.01% 747
2014
Q1 		$706K Sell
8,942
-5,016
-36% -$399K 0.01% 695
2013
Q4 		$1.09M Buy
13,958
+3,958
+40% +$315K 0.01% 543
2013
Q3 		$792K Buy
10,000
+4,657
+87% +$360K 0.01% 610
2013
Q2 		$415K Buy
+5,343
New +$370K 0.01% 775

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Regions Financial Corp's MORN Position: Q2 2019 in Review

Regions Financial Corp sold out of Morningstar (MORN) in Q2 2019, closing a stake of 94 shares — an estimated $12K sold.

Regions Financial Corp first reported a position in MORN in Q2 2013 and held it in 17 quarters. The position peaked at $1.09M in Q4 2013. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Regions Financial Corp reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Regions Financial Corp sold 94 Morningstar shares in Q2 2019, an estimated $12K.
  • Regions Financial Corp first reported a position in Morningstar in Q2 2013 and held it in 17 quarters.
  • Regions Financial Corp's Morningstar position peaked at $1.09M in Q4 2013.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.