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Valuesider
Morningstar Inc

MORN

Morningstar Inc

Morningstar Inc value investing holders

(MORN) Morningstar Inc historical holders

Holders all time:
3
Current holders:
1
Sold out:
2
3 of the value investors we track have reported a position in (MORN) Morningstar Inc across the SEC filing history. 1 of them still hold MORN in their latest reported portfolio, while 2 have completely sold out. Pick any fund to see its full MORN transaction history over time.

How many funds currently hold (MORN) Morningstar Inc?

According to the latest reported portfolios, 1 of the 3 tracked value investors that ever held MORN still hold it.

Who holds the largest (MORN) Morningstar Inc position?

Among the value investors we track, Rob Vinall holds the most valuable MORN position, with a market value of roughly $577.27K in the latest reported portfolio.

Who has held (MORN) Morningstar Inc the longest?

Rob Vinall has held MORN the longest among the current holders we track - for ~0.5 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
3 results
*
Guru / Fund
currently held - the position is present in the latest reported portfolio
*
Guru / Fund
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top