Polen Capital Morningstar, Inc. Transaction History
Polen Capital Management LLC
- $37 Billion
- Q4 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 3,906 shares of MORN stock, worth $1.14 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,906
Previous 6,196
36.96%
Holding current value
$1.14 Million
Previous $1.98 Million
33.49%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$815 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$737 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$598 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$399 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$379 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12.3B
- 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...