Fuller & Thaler Asset Management, Inc. Morningstar, Inc. Transaction History

Fuller & Thaler Asset Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $11,500 - $15,121	-45 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$231.0 - $265.21 $11,550 - $13,260	-50 Reduced 52.63%	45 $12,000
Q4 2020 Feb 11, 2021	SELL	$163.19 - $231.57 $16,319 - $23,157	-100 Reduced 51.28%	95 $22,000
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $138,490 - $156,552	-1,100 Reduced 84.94%	195 $25,000
Q1 2018 May 14, 2018	BUY	$90.49 - $101.12 $54,294 - $60,672	600 Added 86.33%	1,295 $124,000
Q2 2017 Aug 14, 2017	BUY	N/A	695	695 $54,000

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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