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UBS’s Morningstar MORN Stock Holding History

UBS’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
2014
Q3 		$4.39M Buy
64,716
+447
+0.7% +$30.6K ﹤0.01% 2156
2014
Q2 		$4.62M Buy
64,269
+9,855
+18% +$721K ﹤0.01% 2039
2014
Q1 		$4.3M Buy
54,414
+1,757
+3% +$140K ﹤0.01% 2006
2013
Q4 		$4.11M Buy
52,657
+1,417
+3% +$113K ﹤0.01% 2063
2013
Q3 		$4.06M Buy
51,240
+471
+0.9% +$36.4K ﹤0.01% 1885
2013
Q2 		$3.94M Buy
+50,769
New +$3.52M ﹤0.01% 1860

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return

UBS's MORN Position: Q3 2014 in Review

UBS increased its Morningstar (MORN) stake by 0.7% in Q3 2014, buying an estimated $30.6K and bringing the position to 64,716 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

UBS first reported a position in MORN in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.62M in Q2 2014. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2014.

  • UBS held 64,716 shares of Morningstar worth $4.39M as of Q3 2014.
  • UBS bought 447 Morningstar shares in Q3 2014, an estimated $30.6K.
  • Morningstar made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2156 holding.
  • UBS first reported a position in Morningstar in Q2 2013 and has held it in 6 quarters since.
  • UBS's Morningstar position peaked at $4.62M in Q2 2014.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.