A detailed history of Select Equity Group, L.P. transactions in Morningstar, Inc. stock. As of the latest transaction made, Select Equity Group, L.P. holds 1,759,321 shares of MORN stock, worth $599 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
1,759,321
Previous 2,434,338 27.73%
Holding current value
$599 Million
Previous $720 Million 22.04%
% of portfolio
2.25%
Previous 2.96%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$295.85 - $326.31 $200 Million - $220 Million
-675,017 Reduced 27.73%
1,759,321 $561 Million
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $45.4 Million - $50.6 Million
-160,556 Reduced 6.19%
2,434,338 $720 Million
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $106 Million - $121 Million
-389,133 Reduced 13.04%
2,594,894 $800 Million
Q4 2023

Feb 14, 2024

SELL
$220.07 - $288.88 $210 Million - $275 Million
-953,607 Reduced 24.22%
2,984,027 $854 Million
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $6.46 Million - $7.85 Million
37,544 Added 0.96%
3,937,634 $772 Million
Q1 2023

May 15, 2023

SELL
$181.22 - $256.64 $8.28 Million - $11.7 Million
-45,691 Reduced 1.16%
3,900,090 $792 Million
Q4 2022

Feb 14, 2023

SELL
$209.09 - $249.98 $12.4 Million - $14.8 Million
-59,237 Reduced 1.48%
3,945,781 $855 Million
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $19.5 Million - $24.1 Million
-92,804 Reduced 2.26%
4,005,018 $850 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $8.83 Million - $11.5 Million
-39,497 Reduced 0.95%
4,097,822 $991 Million
Q1 2022

May 16, 2022

SELL
$255.56 - $336.03 $182 Million - $240 Million
-712,969 Reduced 14.7%
4,137,319 $1.13 Billion
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $175 Million - $238 Million
688,048 Added 16.53%
4,850,288 $1.66 Billion
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $128 Million - $148 Million
525,245 Added 14.44%
4,162,240 $1.08 Billion
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $131 Million - $151 Million
567,896 Added 18.5%
3,636,995 $935 Million
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $180 Million - $210 Million
833,192 Added 37.26%
3,069,099 $691 Million
Q4 2020

Feb 16, 2021

BUY
$163.19 - $231.57 $271 Million - $385 Million
1,661,332 Added 289.14%
2,235,907 $518 Million
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $14.2 Million - $16.4 Million
96,914 Added 20.29%
574,575 $92.3 Million
Q2 2020

Aug 14, 2020

BUY
$110.6 - $155.96 $1.86 Million - $2.62 Million
16,798 Added 3.64%
477,661 $67.3 Million
Q1 2020

May 15, 2020

BUY
$107.02 - $165.72 $24.1 Million - $37.4 Million
225,632 Added 95.92%
460,863 $53.6 Million
Q4 2019

Feb 14, 2020

BUY
$143.18 - $162.37 $13.4 Million - $15.2 Million
93,339 Added 65.78%
235,231 $35.6 Million
Q3 2019

Nov 14, 2019

BUY
$144.99 - $161.58 $1.35 Million - $1.5 Million
9,281 Added 7.0%
141,892 $20.7 Million
Q2 2019

Aug 14, 2019

BUY
$127.44 - $148.32 $16.9 Million - $19.7 Million
132,611 New
132,611 $0

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 $14.4B
  • 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...
More about MORN
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