SRAM
MORN icon

Stone Ridge Asset Management’s Morningstar MORN Stock Holding History

Stone Ridge Asset 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
2020
Q3 		– Sell
-4,259
Closed -$600K – 306
2020
Q2 		$600K Sell
4,259
-5,010
-54% -$707K 0.1% 230
2020
Q1 		$1.08M Sell
9,269
-5,300
-36% -$768K 0.12% 186
2019
Q4 		$2.2M Hold
14,569
– – 0.13% 173
2019
Q3 		$2.13M Hold
14,569
– – 0.13% 186
2019
Q2 		$2.11M Buy
14,569
+300
+2% +$41.4K 0.12% 189
2019
Q1 		$1.8M Buy
14,269
+1,398
+11% +$168K 0.1% 240
2018
Q4 		$1.41M Buy
12,871
+2,414
+23% +$283K 0.09% 278
2018
Q3 		$1.32M Buy
10,457
+476
+5% +$64.2K 0.07% 338
2018
Q2 		$1.28M Buy
9,981
+786
+9% +$89.9K 0.07% 319
2018
Q1 		$878K Hold
9,195
– – 0.05% 455
2017
Q4 		$892K Buy
+9,195
New +$828K 0.06% 450

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ACM
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Fidelity Investments
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BlackRock
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WA
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JP Morgan Chase
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return