Morningstar Inc. (MORN)

Sector:Financials
Super Investor Stats:
Ownership count:1
Ownership rank:684
% of all portfolios:0%
History Portfolio Manager Activity Share change % change to portfolio
Q3  2023
Polen Capital Management Add 150.11% 8,439 0.01
Q2  2023
Polen Capital Management Buy 5,622 0.00
Q3  2021
Lee Ainslie - Maverick Capital Add 180.37% 2,123 0.01
Q2  2021
Lee Ainslie - Maverick Capital Add 37.34% 320 0.00
Q1  2021
Lee Ainslie - Maverick Capital Buy 857 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.