Champlain Investment Partners, LLC Morningstar, Inc. Transaction History

Champlain Investment Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 12, 2021	SELL	$163.19 - $231.57 $50.6 Million - $71.9 Million	-310,310 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$146.02 - $169.56 $201,507 - $233,992	-1,380 Reduced 0.44%	310,310 $49.8 Million
Q2 2020 Aug 13, 2020	BUY	$110.6 - $155.96 $136,038 - $191,830	1,230 Added 0.4%	311,690 $43.9 Million
Q1 2020 May 14, 2020	BUY	$107.02 - $165.72 $402,930 - $623,935	3,765 Added 1.23%	310,460 $36.1 Million
Q4 2019 Feb 13, 2020	BUY	$143.18 - $162.37 $78,033 - $88,491	545 Added 0.18%	306,695 $46.4 Million
Q3 2019 Nov 14, 2019	BUY	$144.99 - $161.58 $1.37 Million - $1.52 Million	9,435 Added 3.18%	306,150 $44.7 Million
Q2 2019 Aug 13, 2019	BUY	$127.44 - $148.32 $885,708 - $1.03 Million	6,950 Added 2.4%	296,715 $42.9 Million
Q1 2019 May 14, 2019	BUY	$107.77 - $127.22 $1.14 Million - $1.34 Million	10,560 Added 3.78%	289,765 $36.5 Million
Q4 2018 Feb 13, 2019	SELL	$105.5 - $130.7 $151,392 - $187,554	-1,435 Reduced 0.51%	279,205 $30.7 Million
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $8.14 Million - $9.2 Million	-64,655 Reduced 18.72%	280,640 $35.3 Million
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $7.27 Million - $10.3 Million	-76,760 Reduced 18.19%	345,295 $44.3 Million
Q1 2018 May 14, 2018	BUY	$90.49 - $101.12 $3.48 Million - $3.89 Million	38,425 Added 10.02%	422,055 $40.3 Million
Q4 2017 Feb 12, 2018	BUY	$82.75 - $97.54 $469,606 - $553,539	5,675 Added 1.5%	383,630 $37.2 Million
Q3 2017 Nov 13, 2017	BUY	$79.78 - $85.07 $30.2 Million - $32.2 Million	377,955	377,955 $32.1 Million

435

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 $13.9B
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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