Dan Polen - Polen Capital Management
Holding/activity history for Morningstar, Inc. (MORN)
← All MORN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $250.34–316.71 · VW $295.74i | SEC | |
| 2025 Q1 | 3,534 | <0.01 | Reduce 9.52% | <0.01 | $278.64–338.50 · VW $310.99i | $1,059,741 | SEC |
| 2024 Q4 | 3,906 | <0.01 | Reduce 36.96% | <0.01 | $312.59–365.00 · VW $340.39i | $1,315,385 | SEC |
| 2024 Q3 | 6,196 | 0.01 | Reduce 23.16% | <0.01 | $294.45–330.22 · VW $313.50i | $1,977,268 | SEC |
| 2024 Q2 | 8,064 | 0.01 | Reduce 13.58% | <0.01 | $281.37–316.06 · VW $292.38i | $2,385,734 | SEC |
| 2024 Q1 | 9,331 | 0.01 | Reduce 32.31% | <0.01 | $269.51–316.05 · VW $292.51i | $2,877,400 | SEC |
| 2023 Q4 | 13,785 | <0.01 | Reduce 1.96% | <0.01 | $219.45–289.17 · VW $264.69i | $3,945,818 | SEC |
| 2023 Q3 | 14,061 | 0.01 | Add 150.11% | <0.01 | $188.97–257.28 · VW $232.55i | $3,293,649 | SEC |
| 2023 Q2 | 5,622 | <0.01 | Buy | <0.01 | $163.28–210.95 · VW $192.97i | $1,102,306 | SEC |
Price snapshot:
Current price$173.55
52-week low$141.06
52-week high$292.77