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Stevens Capital Management’s Morningstar MORN Stock Holding History

Stevens 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
2019
Q4 		– Sell
-2,769
Closed -$405K – 732
2019
Q3 		$405K Buy
+2,769
New +$426K 0.04% 397
2019
Q2 		– Sell
-2,595
Closed -$327K – 770
2019
Q1 		$327K Sell
2,595
-7,869
-75% -$946K 0.01% 558
2018
Q4 		$1.15M Buy
10,464
+7,440
+246% +$872K 0.06% 355
2018
Q3 		$381K Buy
3,024
+525
+21% +$70.8K 0.01% 561
2018
Q2 		$320K Sell
2,499
-2,775
-53% -$317K 0.01% 612
2018
Q1 		$504K Buy
+5,274
New +$507K 0.02% 518
2014
Q2 		– Sell
-20,016
Closed -$1.58M – 1213
2014
Q1 		$1.58M Sell
20,016
-711
-3% -$56.6K 0.04% 401
2013
Q4 		$1.62M Buy
+20,727
New +$1.65M 0.05% 367

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ACM
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BAMCO Inc
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BlackRock
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Renaissance Technologies
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Mawer Investment Management
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return