A detailed history of Boit C F David transactions in Morningstar, Inc. stock. As of the latest transaction made, Boit C F David holds 400 shares of MORN stock, worth $126,840. This represents 0.06% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$126,840
Previous $123,000 4.07%
% of portfolio
0.06%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

BUY
$220.07 - $288.88 $88,028 - $115,552
400 New
400 $114,000

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $13.5B
  • 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...
More about MORN
Track This Portfolio

Track Boit C F David Portfolio

Follow Boit C F David and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boit C F David, based on Form 13F filings with the SEC.

News

Stay updated on Boit C F David with notifications on news.