Sentry Investments’s Morningstar MORN Stock Holding History

Sentry Investments’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	-2,767	Closed	-$268K	–	218
2017 Q4	$268K	Buy	+2,767	New	+$249K	﹤0.01%	193

Other funds holding MORN

ACM

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

BAMCO Inc New York $33.1B AUM 11.16% 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 $34B AUM 6.31% 1-Year Est. Return

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sentry Investments's MORN Position: Q1 2018 in Review

Sentry Investments sold out of Morningstar (MORN) in Q1 2018, closing a stake of 2,767 shares — an estimated $268K sold.

Sentry Investments first reported a position in MORN in Q4 2017 and held it in 1 quarter. The position peaked at $268K in Q4 2017. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

Sentry Investments reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
Sentry Investments sold 2,767 Morningstar shares in Q1 2018, an estimated $268K.
Sentry Investments first reported a position in Morningstar in Q4 2017 and held it in 1 quarter.
Sentry Investments's Morningstar position peaked at $268K in Q4 2017.
177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.