Ray Dalio Morningstar, Inc. Transaction History

Bridgewater Associates, LP

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $107,263 - $128,239	513 Added 29.21%	2,269 $491,000
Q3 2022 Nov 10, 2022	SELL	$209.97 - $260.0 $257,423 - $318,760	-1,226 Reduced 41.11%	1,756 $373,000
Q2 2022 Aug 11, 2022	BUY	$223.6 - $291.12 $116,719 - $151,964	522 Added 21.22%	2,982 $721,000
Q1 2022 May 13, 2022	BUY	$255.56 - $336.03 $628,677 - $826,633	2,460 New	2,460 $672,000
Q4 2019 Feb 13, 2020	SELL	$143.18 - $162.37 $328,884 - $372,963	-2,297 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$144.99 - $161.58 $333,042 - $371,149	2,297 New	2,297 $336,000
Q1 2019 May 14, 2019	SELL	$107.77 - $127.22 $1.38 Million - $1.63 Million	-12,848 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$105.5 - $130.7 $1.17 Million - $1.45 Million	11,070 Added 622.61%	12,848 $1.41 Million
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $413,077 - $466,951	-3,281 Reduced 64.85%	1,778 $224,000
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $601,094 - $850,603	-6,344 Reduced 55.63%	5,059 $0
Q1 2018 May 15, 2018	BUY	$90.49 - $101.12 $1.03 Million - $1.15 Million	11,403 New	11,403 $1.09 Million

430

25.7M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $13.4B
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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