Zebra Capital Management’s Morningstar MORN Stock Holding History

Zebra Capital 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	–	Sell	-2,286	Closed	-$331K	–	360
2019 Q2	$331K	Sell	2,286 -558	-20%	-$77K	0.17%	223
2019 Q1	$358K	Sell	2,844 -1,465	-34%	-$176K	0.19%	209
2018 Q4	$473K	Buy	4,309 +44	+1%	+$5.16K	0.29%	125
2018 Q3	$537K	Sell	4,265 -4,508	-51%	-$608K	0.25%	175
2018 Q2	$1.13M	Sell	8,773 -6,798	-44%	-$777K	0.48%	21
2018 Q1	$1.49M	Sell	15,571 -813	-5%	-$78.2K	0.53%	26
2017 Q4	$1.59M	Sell	16,384 -5,686	-26%	-$512K	0.54%	12
2017 Q3	$1.88M	Sell	22,070 -396	-2%	-$32.3K	0.61%	40
2017 Q2	$1.76M	Sell	22,466 -1,233	-5%	-$93K	0.55%	58
2017 Q1	$1.86M	Buy	23,699 +2,456	+12%	+$191K	0.58%	48
2016 Q4	$1.56M	Sell	21,243 -1,175	-5%	-$86.4K	0.47%	82
2016 Q3	$1.78M	Buy	22,418 +3,621	+19%	+$298K	0.55%	47
2016 Q2	$1.54M	Buy	18,797 +6,759	+56%	+$565K	0.53%	46
2016 Q1	$1.06M	Buy	12,038 +5,881	+96%	+$469K	0.42%	99
2015 Q4	$495K	Buy	+6,157	New	+$499K	0.27%	180

Other funds holding MORN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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