Agf Investments LLC Morningstar, Inc. Transaction History

Agf Investments LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 10, 2021	SELL	$244.27 - $281.46 $608,720 - $701,398	-2,492 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$231.0 - $265.21 $43,428 - $49,859	-188 Reduced 7.01%	2,492 $641,000
Q1 2021 May 14, 2021	SELL	$216.45 - $252.61 $285,497 - $333,192	-1,319 Reduced 32.98%	2,680 $603,000
Q4 2020 Feb 08, 2021	SELL	$163.19 - $231.57 $741,372 - $1.05 Million	-4,543 Reduced 53.18%	3,999 $926,000
Q3 2020 Nov 12, 2020	BUY	$146.02 - $169.56 $60,890 - $70,706	417 Added 5.13%	8,542 $1.37 Million
Q2 2020 Aug 11, 2020	BUY	$110.6 - $155.96 $898,625 - $1.27 Million	8,125 New	8,125 $1.15 Million
Q1 2020 May 08, 2020	SELL	$107.02 - $165.72 $588,502 - $911,294	-5,499 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$143.18 - $162.37 $392,742 - $445,380	2,743 Added 99.53%	5,499 $832,000
Q3 2019 Nov 12, 2019	BUY	$144.99 - $161.58 $399,592 - $445,314	2,756 New	2,756 $403,000

426

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.3B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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