A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 6,592 shares of MORN stock, worth $2.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,592
Previous 4,359 51.23%
Holding current value
$2.23 Million
Previous $1.29 Million 63.15%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$295.85 - $326.31 $660,633 - $728,650
2,233 Added 51.23%
6,592 $2.1 Million
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $540,709 - $602,709
-1,913 Reduced 30.5%
4,359 $1.29 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $914,326 - $1.04 Million
3,361 Added 115.46%
6,272 $1.93 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $640,623 - $840,929
2,911 New
2,911 $833,000
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $206,606 - $268,994
-924 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $236,137 - $310,491
924 New
924 $252,000
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $266,987 - $307,635
-1,093 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
$231.0 - $265.21 $127,974 - $146,926
-554 Reduced 33.64%
1,093 $281,000
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $356,493 - $416,048
1,647 New
1,647 $371,000

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $14.4B
  • 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...
More about MORN
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