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Tyers Asset Management’s Morningstar MORN Stock Holding History

Tyers 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 		$29K Sell
198
-220
-53% -$33.9K ﹤0.01% 937
2019
Q2 		$61K Sell
418
-44
-10% -$6.07K ﹤0.01% 907
2019
Q1 		$58K Buy
+462
New +$55.5K ﹤0.01% 902

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

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

Tyers Asset Management reduced its Morningstar (MORN) stake by 53% in Q3 2019, selling an estimated $33.9K and leaving 198 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Tyers Asset Management first reported a position in MORN in Q1 2019 and has held it in 3 quarters since. The position peaked at $61K in Q2 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Tyers Asset Management held 198 shares of Morningstar worth $29K as of Q3 2019.
  • Tyers Asset Management sold 220 Morningstar shares in Q3 2019, an estimated $33.9K.
  • Morningstar made up ﹤0.01% of Tyers Asset Management's portfolio in Q3 2019, its #937 holding.
  • Tyers Asset Management first reported a position in Morningstar in Q1 2019 and has held it in 3 quarters since.
  • Tyers Asset Management's Morningstar position peaked at $61K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.