Echo Street Capital Management LLC Morningstar, Inc. Transaction History

Echo Street Capital Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $148,461 - $180,461	863 Added 28.78%	3,862 $757,000
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $68,501 - $97,009	-378 Reduced 11.19%	2,999 $608,000
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $706,096 - $844,182	3,377 New	3,377 $731,000
Q2 2022 Aug 15, 2022	SELL	$223.6 - $291.12 $99.4 Million - $129 Million	-444,569 Reduced 89.66%	51,295 $12.4 Million
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $8.05 Million - $10.6 Million	-31,497 Reduced 5.97%	495,864 $135 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $5.96 Million - $8.11 Million	-23,388 Reduced 4.25%	527,361 $180 Million
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $25.5 Million - $29.4 Million	104,492 Added 23.42%	550,749 $143 Million
Q2 2021 Aug 16, 2021	BUY	$231.0 - $265.21 $38.3 Million - $44 Million	165,736 Added 59.08%	446,257 $115 Million
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $60.7 Million - $70.9 Million	280,521 New	280,521 $63.1 Million

429

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 $15.1B
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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