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Winfield Associates’s Morningstar MORN Stock Holding History

Winfield Associates’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
Q1 		– Sell
-5
Closed -$1K – 435
2017
Q4 		$1K Hold
5
– – ﹤0.01% 765
2017
Q3 		$0 Sell
5
-66
-93% -$5.38K ﹤0.01% 853
2017
Q2 		$6K Buy
+71
New +$5.36K ﹤0.01% 485

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winfield Associates's MORN Position: Q1 2018 in Review

Winfield Associates sold out of Morningstar (MORN) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Winfield Associates first reported a position in MORN in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

  • Winfield Associates reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 5 Morningstar shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Morningstar in Q2 2017 and held it in 3 quarters.
  • Winfield Associates's Morningstar position peaked at $6K in Q2 2017.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.