Dan Polen - Polen Capital Management
Holding/activity history for Morningstar Inc. (MORN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q1 | 3,534 | <0.01 | Reduce 9.52% | <0.01 | $299.87 | $1,059,741 | SEC |
| 2024 Q4 | 3,906 | <0.01 | Reduce 36.96% | <0.01 | $336.76 | $1,315,385 | SEC |
| 2024 Q3 | 6,196 | 0.01 | Reduce 23.16% | <0.01 | $319.12 | $1,977,268 | SEC |
| 2024 Q2 | 8,064 | 0.01 | Reduce 13.58% | <0.01 | $295.85 | $2,385,734 | SEC |
| 2024 Q1 | 9,331 | 0.01 | Reduce 32.31% | <0.01 | $308.37 | $2,877,400 | SEC |
| 2023 Q4 | 13,785 | 0.01 | Reduce 1.96% | <0.01 | $286.24 | $3,945,818 | SEC |
| 2023 Q3 | 14,061 | 0.01 | Add 150.11% | <0.01 | $234.24 | $3,293,649 | SEC |
| 2023 Q2 | 5,622 | <0.01 | Buy | <0.01 | $196.07 | $1,102,306 | SEC |