Santori & Peters Inc’s Morningstar MORN Stock Holding History

Santori & Peters Inc’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
2018 Q1	–	Sell	-82	Closed	-$7K	–	354
2017 Q4	$7K	Buy	+82	New	+$7.38K	0.01%	370

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Santori & Peters Inc's MORN Position: Q1 2018 in Review

Santori & Peters Inc sold out of Morningstar (MORN) in Q1 2018, closing a stake of 82 shares — an estimated $7K sold.

Santori & Peters Inc first reported a position in MORN in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

Santori & Peters Inc reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 82 Morningstar shares in Q1 2018, an estimated $7K.
Santori & Peters Inc first reported a position in Morningstar in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Morningstar position peaked at $7K in Q4 2017.
177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.