investors.morningstar.com/ownership/...US&ownerCountry=USA
Concentrated Shareholders
What money managers like the stock enough to back up the truck? By looking at this list, you can see which managers, if any, like a stock enough to commit a large percentage of their fund's assets to it.
Shares Held
Total number of shares of stock held by a particular shareholder as of their most recent portfolio or SEC filing.
% Total Shares Held
This figure represents the percentage of the total number of shares of a company held by each mutual fund.
Share Change
The number of shares of a stock bought or sold by a specific mutual fund since the previously reported portfolio. Reported in thousands.
% Change from Prior Portfolio
The change in a particular owner's ownership stake between its most recent portfolio or SEC filing and the same owner's prior portfolio or SEC filing, expressed as a percentage.
% Total Assets
This figure represents the percentage of a mutual fund's assets that are invested in a company. This table only includes funds where the stock makes up more than 1% of fund assets.
Date of Portfolio
Morningstar makes every effort to gather the most up-to-date portfolio information from a fund. The SEC, however, requires funds to report this information only two times during a calendar year, and funds have two months after the report date to actually release the shareholder report and portfolio. Therefore, it is possible that a fund's portfolio could be up to eight months old at the time of publication. We print the date of the most recently reported portfolio. Older portfolios should not be disregarded completely; although the list may not represent the exact current holdings of the fund, it may still provide a good picture of the overall nature of the fund's management style.
Star Rating
Our mutual fund rating that combines return and risk measures to form a comprehensive evaluation, shown for three-, five-, and 10-year time periods, when available. The overall star rating is a weighted average of these three time periods. Morningstar's star rating is designed to express the relative attractiveness of a fund's risk/reward profile. To determine a fund's star rating for a given time period, the top 10% of its asset class (international equity, domestic equity, taxable bond, or municipal bond) receive 5 stars (highest); those falling in the next 22.5% receive 4 stars (above average); a place in the middle 35% earns 3 stars (neutral); those in the next 22.5% receive 2 stars (below average); and the bottom 10% get 1 star (lowest).
Major Shareholders
Shares Held
Total number of shares of stock held by a particular shareholder as of their most recent portfolio or SEC filing.
% Total Shares Held
This figure represents the percentage of the total number of shares of a company held by each mutual fund.
Shares Change
The number of shares of a stock bought or sold by a specific mutual fund since the previously reported portfolio. Reported in thousands.
% Change from Prior Portfolio
The change in a particular owner's ownership stake between its most recent portfolio or SEC filing and the same owner's prior portfolio or SEC filing, expressed as a percentage.
% Total Assets
This figure represents the percentage of a mutual fund's assets that are invested in a company. This table only includes funds where the stock makes up more than 1% of fund assets.
Shareholders Buying
Which funds like a stock enough to be purchasers? This list shows the largest purchasers of the stock among mutual funds (as of their latest portfolio dates). If you see some good funds on the list, the stock's probably worth checking out.
Shares Bought
Number of shares purchased by a particular owner in their most recent portfolio or SEC filing. This can be a new position or the number of shares added to an existing ownership stake.
Shareholders Selling
Which fund managers are getting out? This list shows the funds that have sold stakes in the company as of their latest reported portfolios. Maybe the fund managers are dissatisfied with corporate performance, or maybe the stock ran up and the fund is looking to lock in some gains.
Shares Sold
Number of shares sold by a particular owner in their most recent portfolio or SEC filing.
Zurück
Weiter
Werbung
