Robeco Institutional Asset Management
MORN icon

Robeco Institutional Asset Management’s Morningstar MORN Stock Holding History

Robeco Institutional Asset Management’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
2020
Q1 		– Sell
-6,959
Closed -$1.05M – 993
2019
Q4 		$1.05M Sell
6,959
-3,036
-30% -$466K ﹤0.01% 783
2019
Q3 		$1.46M Hold
9,995
– – 0.01% 745
2019
Q2 		$1.44M Sell
9,995
-5,614
-36% -$775K 0.01% 744
2019
Q1 		$1.97M Sell
15,609
-1,813
-10% -$218K 0.01% 709
2018
Q4 		$1.92M Sell
17,422
-72
-0.4% -$8.44K 0.01% 679
2018
Q3 		$2.2M Buy
+17,494
New +$2.36M 0.01% 674

Other funds holding MORN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Robeco Institutional Asset Management's MORN Position: Q1 2020 in Review

Robeco Institutional Asset Management sold out of Morningstar (MORN) in Q1 2020, closing a stake of 6,959 shares — an estimated $1.05M sold.

Robeco Institutional Asset Management first reported a position in MORN in Q3 2018 and held it in 6 quarters. The position peaked at $2.2M in Q3 2018. 222 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • Robeco Institutional Asset Management reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 6,959 Morningstar shares in Q1 2020, an estimated $1.05M.
  • Robeco Institutional Asset Management first reported a position in Morningstar in Q3 2018 and held it in 6 quarters.
  • Robeco Institutional Asset Management's Morningstar position peaked at $2.2M in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2020, filed 30 Apr 2020.