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MORN icon

TLP Group’s Morningstar MORN Stock Holding History

TLP Group’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
Q4 		– Sell
-198
Closed -$25K – 256
2018
Q3 		$25K Sell
198
-96
-33% -$12.9K 0.04% 283
2018
Q2 		$38K Sell
294
-333
-53% -$38.1K 0.06% 223
2018
Q1 		$60K Buy
+627
New +$60.3K 0.04% 322
2017
Q4 		– Sell
-62
Closed -$5K – 681
2017
Q3 		$5K Sell
62
-738
-92% -$60.2K ﹤0.01% 448
2017
Q2 		$63K Buy
800
+197
+33% +$14.9K 0.06% 207
2017
Q1 		$47K Buy
603
+454
+305% +$35.3K 0.03% 227
2016
Q4 		$11K Buy
+149
New +$11K 0.01% 223
2016
Q3 		– Sell
-1,705
Closed -$139K – 356
2016
Q2 		$139K Buy
+1,705
New +$143K 0.09% 218

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TLP Group's MORN Position: Q4 2018 in Review

TLP Group sold out of Morningstar (MORN) in Q4 2018, closing a stake of 198 shares — an estimated $25K sold.

TLP Group first reported a position in MORN in Q2 2016 and held it in 8 quarters. The position peaked at $139K in Q2 2016. 222 funds tracked by Wall St. Rank hold MORN as of Q4 2018.

  • TLP Group reported no remaining Morningstar position as of Q4 2018 after selling out during the quarter.
  • TLP Group sold 198 Morningstar shares in Q4 2018, an estimated $25K.
  • TLP Group first reported a position in Morningstar in Q2 2016 and held it in 8 quarters.
  • TLP Group's Morningstar position peaked at $139K in Q2 2016.
  • 222 funds tracked by Wall St. Rank held Morningstar as of Q4 2018.

Based on TLP Group's 13F filing for Q4 2018, filed 14 Feb 2019.