Sapphire Star Partners’s Morningstar MORN Stock Holding History

Sapphire Star Partners’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 Q4	$893K	Buy	8,121 +205	+3%	+$24K	1.2%	25
2018 Q3	$997K	Buy	7,916 +376	+5%	+$50.7K	1%	32
2018 Q2	$967K	Buy	7,540 +331	+5%	+$37.9K	1%	30
2018 Q1	$688K	Buy	7,209 +153	+2%	+$14.7K	0.76%	45
2017 Q4	$684K	Buy	+7,056	New	+$635K	0.81%	39

Other funds holding MORN

ACM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sapphire Star Partners's MORN Position: Q4 2018 in Review

Sapphire Star Partners increased its Morningstar (MORN) stake by 2.6% in Q4 2018, buying an estimated $24K and bringing the position to 8,121 shares worth $893K. The position accounts for 1.2% of the portfolio, ranked #25.

Sapphire Star Partners first reported a position in MORN in Q4 2017 and has held it in 5 quarters since. The position peaked at $997K in Q3 2018. 222 funds tracked by Wall St. Rank hold MORN as of Q4 2018.

Sapphire Star Partners held 8,121 shares of Morningstar worth $893K as of Q4 2018.
Sapphire Star Partners bought 205 Morningstar shares in Q4 2018, an estimated $24K.
Morningstar made up 1.2% of Sapphire Star Partners's portfolio in Q4 2018, its #25 holding.
Sapphire Star Partners first reported a position in Morningstar in Q4 2017 and has held it in 5 quarters since.
Sapphire Star Partners's Morningstar position peaked at $997K in Q3 2018.
222 funds tracked by Wall St. Rank held Morningstar as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.