Polen Capital Morningstar, Inc. Transaction History
Polen Capital Management LLC
- $43.3 Billion
- Q1 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 9,331 shares of MORN stock, worth $2.69 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,331
Previous 13,785
32.31%
Holding current value
$2.69 Million
Previous $3.95 Million
27.07%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding MORN
# of Institutions
400Shares Held
25.7MCall Options Held
15KPut Options Held
13.8K-
Select Equity Group, L.P. New York, NY2.59MShares$748 Million2.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.58MShares$744 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.45MShares$705 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.94MShares$558 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$490 Million0.05% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12.2B
- 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...