Eagle Ridge Investment Management Morningstar, Inc. Transaction History

Eagle Ridge Investment Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$107.02 - $165.72 $166,951 - $258,523	-1,560 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$143.18 - $162.37 $5,727 - $6,494	-40 Reduced 2.5%	1,560 $236,000
Q2 2019 Aug 01, 2019	SELL	$127.44 - $148.32 $50,848 - $59,179	-399 Reduced 19.96%	1,600 $231,000
Q1 2019 May 07, 2019	SELL	$107.77 - $127.22 $5,496 - $6,488	-51 Reduced 2.49%	1,999 $252,000
Q3 2018 Nov 09, 2018	SELL	$125.9 - $142.32 $60,432 - $68,313	-480 Reduced 18.97%	2,050 $258,000
Q2 2018 Jul 26, 2018	BUY	$94.75 - $134.08 $10,801 - $15,285	114 Added 4.72%	2,530 $324,000
Q1 2018 Apr 25, 2018	BUY	$90.49 - $101.12 $14,116 - $15,774	156 Added 6.9%	2,416 $231,000
Q4 2017 Jan 26, 2018	BUY	$82.75 - $97.54 $187,015 - $220,440	2,260	2,260 $219,000

429

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 $14.5B
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...

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