Morningstar Inc. (MORN)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 866 |
| % of all portfolios: | 0.002% |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q1 2026 | |||||
| ≡ | Robert Vinall - RV Capital GmbH | Buy | 3,700 | 0.17 | |
| Q2 2025 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 3,534 | 0.00 | |
| Q1 2025 | |||||
| ≡ | Polen Capital Management | Reduce 9.52% | 372 | 0.00 | |
| Q4 2024 | |||||
| ≡ | Polen Capital Management | Reduce 36.96% | 2,290 | 0.00 | |
| Q3 2024 | |||||
| ≡ | Polen Capital Management | Reduce 23.16% | 1,868 | 0.00 | |
| Q2 2024 | |||||
| ≡ | Polen Capital Management | Reduce 13.58% | 1,267 | 0.00 | |
| Q1 2024 | |||||
| ≡ | Polen Capital Management | Reduce 32.31% | 4,454 | 0.00 | |
| Q4 2023 | |||||
| ≡ | Polen Capital Management | Reduce 1.96% | 276 | 0.00 | |
| Q3 2023 | |||||
| ≡ | Polen Capital Management | Add 150.11% | 8,439 | 0.01 | |
| Q2 2023 | |||||
| ≡ | Polen Capital Management | Buy | 5,622 | 0.00 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 3,300 | 0.01 | |
| 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.