A detailed history of Susquehanna Fundamental Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Susquehanna Fundamental Investments, LLC holds 10,188 shares of MORN stock, worth $3.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,188
Previous 1,573 547.68%
Holding current value
$3.35 Million
Previous $465 Million 99.26%
% of portfolio
0.05%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$312.56 - $358.78 $2.69 Million - $3.09 Million
8,615 Added 547.68%
10,188 $3.43 Million
Q2 2024

Aug 15, 2024

SELL
$282.65 - $315.06 $155,174 - $172,967
-549 Reduced 25.87%
1,573 $465 Million
Q1 2024

May 07, 2024

BUY
$272.04 - $310.74 $577,268 - $659,390
2,122 New
2,122 $654 Million
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $3.39 Million - $4.2 Million
-16,144 Reduced 71.08%
6,570 $1.4 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $5.8 Million - $7.63 Million
22,714 New
22,714 $6.21 Million

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 $14B
  • 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
Track This Portfolio

Track Susquehanna Fundamental Investments, LLC Portfolio

Follow Susquehanna Fundamental Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Susquehanna Fundamental Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Susquehanna Fundamental Investments, LLC with notifications on news.