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Secor Capital Advisors’s Morningstar MORN Stock Holding History

Secor Capital Advisors’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
-2,040
Closed -$256K – 175
2019
Q1 		$256K Buy
+2,040
New +$245K 0.05% 346
2016
Q4 		– Sell
-15,969
Closed -$1.27M – 569
2016
Q3 		$1.27M Buy
15,969
+4,407
+38% +$362K 0.14% 218
2016
Q2 		$945K Buy
+11,562
New +$966K 0.12% 253

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Secor Capital Advisors's MORN Position: Q2 2019 in Review

Secor Capital Advisors sold out of Morningstar (MORN) in Q2 2019, closing a stake of 2,040 shares — an estimated $256K sold.

Secor Capital Advisors first reported a position in MORN in Q2 2016 and held it in 3 quarters. The position peaked at $1.27M in Q3 2016. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Secor Capital Advisors reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 2,040 Morningstar shares in Q2 2019, an estimated $256K.
  • Secor Capital Advisors first reported a position in Morningstar in Q2 2016 and held it in 3 quarters.
  • Secor Capital Advisors's Morningstar position peaked at $1.27M in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Secor Capital Advisors's 13F filing for Q2 2019.