Schwerin Boyle Capital Management’s Morningstar MORN Stock Holding History

Schwerin Boyle Capital 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
2015 Q1	–	Sell	-23,000	Closed	-$1.49M	–	69
2014 Q4	$1.49M	Hold	23,000	–	–	0.2%	56
2014 Q3	$1.56M	Hold	23,000	–	–	0.22%	54
2014 Q2	$1.65M	Hold	23,000	–	–	0.24%	56
2014 Q1	$1.82M	Hold	23,000	–	–	0.26%	54
2013 Q4	$1.8M	Hold	23,000	–	–	0.25%	56
2013 Q3	$1.82M	Hold	23,000	–	–	0.28%	60
2013 Q2	$1.78M	Buy	+23,000	New	+$1.59M	0.29%	56

Other funds holding MORN

ACM

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

Royce & Associates New York $12.4B AUM 64.17% 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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Schwerin Boyle Capital Management's MORN Position: Q1 2015 in Review

Schwerin Boyle Capital Management sold out of Morningstar (MORN) in Q1 2015, closing a stake of 23,000 shares — an estimated $1.49M sold.

Schwerin Boyle Capital Management first reported a position in MORN in Q2 2013 and held it in 7 quarters. The position peaked at $1.82M in Q3 2013. 140 funds tracked by Wall St. Rank hold MORN as of Q1 2015.

Schwerin Boyle Capital Management reported no remaining Morningstar position as of Q1 2015 after selling out during the quarter.
Schwerin Boyle Capital Management sold 23,000 Morningstar shares in Q1 2015, an estimated $1.49M.
Schwerin Boyle Capital Management first reported a position in Morningstar in Q2 2013 and held it in 7 quarters.
Schwerin Boyle Capital Management's Morningstar position peaked at $1.82M in Q3 2013.
140 funds tracked by Wall St. Rank held Morningstar as of Q1 2015.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2015, filed 5 May 2015.