Voloridge Investment Management, LLC Morningstar, Inc. Transaction History

Voloridge Investment Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $1.23 Million - $1.52 Million	5,859 New	5,859 $1.24 Million
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $343,983 - $452,296	-1,346 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $1.47 Million - $1.99 Million	-5,745 Reduced 81.02%	1,346 $460,000
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $584,293 - $673,252	2,392 Added 50.9%	7,091 $1.84 Million
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $778,008 - $893,227	-3,368 Reduced 41.75%	4,699 $1.21 Million
Q1 2021 May 17, 2021	SELL	$216.45 - $252.61 $1.13 Million - $1.32 Million	-5,224 Reduced 39.3%	8,067 $1.82 Million
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $2.17 Million - $3.08 Million	13,291 New	13,291 $3.08 Million
Q3 2020 Nov 16, 2020	SELL	$146.02 - $169.56 $331,027 - $384,392	-2,267 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$110.6 - $155.96 $47,226 - $66,594	427 Added 23.21%	2,267 $320,000
Q1 2020 May 15, 2020	BUY	$107.02 - $165.72 $10,059 - $15,577	94 Added 5.38%	1,840 $214,000
Q4 2019 Feb 14, 2020	SELL	$143.18 - $162.37 $157,354 - $178,444	-1,099 Reduced 38.63%	1,746 $264,000
Q3 2019 Nov 14, 2019	BUY	$144.99 - $161.58 $412,496 - $459,695	2,845 New	2,845 $416,000

437

25.7M

16.7K

4.7K

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...

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