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Vident Investment Advisory’s Morningstar MORN Stock Holding History

Vident Investment Advisory’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
-1,637
Closed -$206K – 863
2018
Q3 		$206K Sell
1,637
-563
-26% -$75.9K 0.01% 902
2018
Q2 		$282K Sell
2,200
-38
-2% -$4.35K 0.01% 809
2018
Q1 		$224K Buy
+2,238
New +$215K 0.01% 837

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

Vident Investment Advisory's MORN Position: Q4 2018 in Review

Vident Investment Advisory sold out of Morningstar (MORN) in Q4 2018, closing a stake of 1,637 shares — an estimated $206K sold.

Vident Investment Advisory first reported a position in MORN in Q1 2018 and held it in 3 quarters. The position peaked at $282K in Q2 2018. 222 funds tracked by Wall St. Rank hold MORN as of Q4 2018.

  • Vident Investment Advisory reported no remaining Morningstar position as of Q4 2018 after selling out during the quarter.
  • Vident Investment Advisory sold 1,637 Morningstar shares in Q4 2018, an estimated $206K.
  • Vident Investment Advisory first reported a position in Morningstar in Q1 2018 and held it in 3 quarters.
  • Vident Investment Advisory's Morningstar position peaked at $282K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Morningstar as of Q4 2018.

Based on Vident Investment Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.