A detailed history of Pictet Asset Management Sa transactions in Morningstar, Inc. stock. As of the latest transaction made, Pictet Asset Management Sa holds 2,752 shares of MORN stock, worth $943,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,752
Previous 3,013 8.66%
Holding current value
$943,908
Previous $611,000 11.78%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$172.03 - $209.11 $44,899 - $54,577
-261 Reduced 8.66%
2,752 $539,000
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $276,207 - $330,223
1,321 Added 78.07%
3,013 $653,000
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $34,015 - $42,120
162 Added 10.59%
1,692 $359,000
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $373,733 - $430,633
1,530 New
1,530 $396,000

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 $14.6B
  • 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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