Epoch Investment Partners, Inc. Morningstar, Inc. Transaction History

Epoch Investment Partners, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$110.6 - $155.96 $1.33 Million - $1.87 Million	-11,982 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$107.02 - $165.72 $1.28 Million - $1.99 Million	11,982 New	11,982 $1.39 Million
Q2 2019 Aug 13, 2019	SELL	$127.44 - $148.32 $8.37 Million - $9.75 Million	-65,709 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$107.77 - $127.22 $599,416 - $707,597	5,562 Added 9.25%	65,709 $8.28 Million
Q4 2018 Feb 13, 2019	BUY	$105.5 - $130.7 $258,475 - $320,215	2,450 Added 4.25%	60,147 $6.61 Million
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $24.2 Million - $27.4 Million	-192,226 Reduced 76.91%	57,697 $7.26 Million
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $9.47 Million - $13.4 Million	-99,895 Reduced 28.56%	249,923 $32.1 Million
Q1 2018 May 14, 2018	BUY	$90.49 - $101.12 $1.54 Million - $1.72 Million	17,006 Added 5.11%	349,818 $33.4 Million
Q4 2017 Feb 13, 2018	SELL	$82.75 - $97.54 $2.33 Million - $2.74 Million	-28,133 Reduced 7.79%	332,812 $32.3 Million
Q3 2017 Nov 13, 2017	BUY	$79.78 - $85.07 $28.8 Million - $30.7 Million	360,945	360,945 $30.7 Million

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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