Polen Capital Morningstar, Inc. Transaction History
Polen Capital Management LLC
- $38.7 Billion
- Q3 2024
A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 6,196 shares of MORN stock, worth $2.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,196
Previous 8,064
23.16%
Holding current value
$2.1 Million
Previous $2.39 Million
17.11%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding MORN
# of Institutions
429Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$933 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$860 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$704 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$596 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$528 Million0.04% of portfolio
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...