Zurcher Kantonalbank (Zurich Cantonalbank) Morningstar, Inc. Transaction History

Zurcher Kantonalbank (Zurich Cantonalbank)

$33.8 Billion
Q1 2025

A detailed history of Zurcher Kantonalbank (Zurich Cantonalbank) transactions in Morningstar, Inc. stock. As of the latest transaction made, Zurcher Kantonalbank (Zurich Cantonalbank) holds 7,029 shares of MORN stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,029

Previous 6,818 3.09%

Holding current value

$2.16 Million

Previous $2.3 Million 8.23%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$282.49 - $334.73 $59,605 - $70,628	211 Added 3.09%	7,029 $2.11 Million
Q4 2024 Feb 07, 2025	BUY	$312.56 - $358.78 $230,669 - $264,779	738 Added 12.14%	6,818 $2.3 Million
Q3 2024 Nov 07, 2024	SELL	$295.85 - $326.31 $125,736 - $138,681	-425 Reduced 6.53%	6,080 $1.94 Million
Q2 2024 Jul 29, 2024	BUY	$282.65 - $315.06 $348,790 - $388,784	1,234 Added 23.41%	6,505 $1.92 Million
Q1 2024 Apr 25, 2024	SELL	$272.04 - $310.74 $93,309 - $106,583	-343 Reduced 6.11%	5,271 $1.63 Million
Q4 2023 Jan 30, 2024	BUY	$220.07 - $288.88 $120,818 - $158,595	549 Added 10.84%	5,614 $1.61 Million
Q3 2023 Oct 25, 2023	BUY	$194.0 - $255.43 $126,100 - $166,029	650 Added 14.72%	5,065 $1.19 Million
Q2 2023 Aug 07, 2023	BUY	$172.03 - $209.11 $73,972 - $89,917	430 Added 10.79%	4,415 $865,000
Q1 2023 May 08, 2023	BUY	$181.22 - $256.64 $39,505 - $55,947	218 Added 5.79%	3,985 $809,000
Q4 2022 Feb 01, 2023	BUY	$209.09 - $249.98 $110,399 - $131,989	528 Added 16.3%	3,767 $815,000
Q2 2022 Aug 09, 2022	BUY	$223.6 - $291.12 $22,136 - $28,820	99 Added 3.15%	3,239 $783,000
Q1 2022 Apr 21, 2022	BUY	$255.56 - $336.03 $12,266 - $16,129	48 Added 1.55%	3,140 $858,000
Q4 2021 Feb 01, 2022	BUY	$255.01 - $346.61 $150,965 - $205,193	592 Added 23.68%	3,092 $1.06 Million
Q2 2021 Jul 30, 2021	SELL	$231.0 - $265.21 $73,458 - $84,336	-318 Reduced 11.28%	2,500 $643,000
Q1 2021 May 03, 2021	SELL	$216.45 - $252.61 $56,277 - $65,678	-260 Reduced 8.45%	2,818 $634,000
Q4 2020 Jan 28, 2021	BUY	$163.19 - $231.57 $100,361 - $142,415	615 Added 24.97%	3,078 $713,000
Q2 2020 Jul 28, 2020	BUY	$110.6 - $155.96 $136,369 - $192,298	1,233 Added 100.24%	2,463 $347,000
Q4 2019 Jan 21, 2020	BUY	$143.18 - $162.37 $15,320 - $17,373	107 Added 9.53%	1,230 $186,000
Q1 2019 Apr 29, 2019	SELL	$107.77 - $127.22 $27,265 - $32,186	-253 Reduced 18.39%	1,123 $141,000
Q4 2018 Jan 25, 2019	BUY	$105.5 - $130.7 $27,008 - $33,459	256 Added 22.86%	1,376 $151,000
Q3 2018 Nov 09, 2018	BUY	$125.9 - $142.32 $17,122 - $19,355	136 Added 13.82%	1,120 $141,000
Q2 2018 Aug 06, 2018	SELL	$94.75 - $134.08 $16,297 - $23,061	-172 Reduced 14.88%	984 $126,000
Q4 2017 Jan 31, 2018	BUY	$82.75 - $97.54 $37,899 - $44,673	458 Added 65.62%	1,156 $112,000
Q3 2017 Nov 08, 2017	BUY	$79.78 - $85.07 $55,686 - $59,378	698	698 $59,000

Others Institutions Holding MORN

# of Institutions

496

Shares Held

25.7M

Call Options Held

12.4K

Put Options Held

3.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $13.1B
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...

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Zurcher Kantonalbank (Zurich Cantonalbank) Morningstar, Inc. Transaction History