TAM
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Tiverton Asset Management’s Morningstar MORN Stock Holding History

Tiverton 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
2019
Q3 		$196K Sell
1,339
-1,473
-52% -$227K 0.01% 554
2019
Q2 		$407K Sell
2,812
-428
-13% -$59.1K 0.01% 424
2019
Q1 		$408K Buy
+3,240
New +$390K 0.02% 390

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Tiverton Asset Management's MORN Position: Q3 2019 in Review

Tiverton Asset Management reduced its Morningstar (MORN) stake by 52% in Q3 2019, selling an estimated $227K and leaving 1,339 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #554.

Tiverton Asset Management first reported a position in MORN in Q1 2019 and has held it in 3 quarters since. The position peaked at $408K in Q1 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Tiverton Asset Management held 1,339 shares of Morningstar worth $196K as of Q3 2019.
  • Tiverton Asset Management sold 1,473 Morningstar shares in Q3 2019, an estimated $227K.
  • Morningstar made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #554 holding.
  • Tiverton Asset Management first reported a position in Morningstar in Q1 2019 and has held it in 3 quarters since.
  • Tiverton Asset Management's Morningstar position peaked at $408K in Q1 2019.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.