A detailed history of Parnassus Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Parnassus Investments, LLC holds 71,034 shares of MORN stock, worth $24.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
71,034
Previous 71,034 -0.0%
Holding current value
$24.8 Million
Previous $21 Million 7.87%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$282.65 - $315.06 $6.7 Million - $7.47 Million
-23,694 Reduced 25.01%
71,034 $21 Million
Q1 2023

May 01, 2023

BUY
$181.22 - $256.64 $6.26 Million - $8.86 Million
34,518 Added 57.33%
94,728 $19.2 Million
Q4 2022

Jan 30, 2023

SELL
$209.09 - $249.98 $1.4 Million - $1.67 Million
-6,699 Reduced 10.01%
60,210 $13 Million
Q1 2022

May 11, 2022

SELL
$255.56 - $336.03 $6.53 Million - $8.58 Million
-25,537 Reduced 27.62%
66,909 $18.3 Million
Q1 2021

May 06, 2021

SELL
$216.45 - $252.61 $3.29 Million - $3.84 Million
-15,195 Reduced 14.12%
92,446 $20.8 Million
Q4 2020

Feb 10, 2021

SELL
$163.19 - $231.57 $1.77 Million - $2.51 Million
-10,850 Reduced 9.16%
107,641 $24.9 Million
Q3 2020

Nov 13, 2020

SELL
$146.02 - $169.56 $6.25 Million - $7.26 Million
-42,821 Reduced 26.55%
118,491 $19 Million
Q1 2020

May 01, 2020

BUY
$107.02 - $165.72 $4.56 Million - $7.07 Million
42,651 Added 35.94%
161,312 $18.8 Million
Q4 2019

Feb 13, 2020

BUY
$143.18 - $162.37 $17 Million - $19.3 Million
118,661 New
118,661 $18 Million

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 $14.8B
  • 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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