MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

POLEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001034524)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 3,534 Value ($000) $1,060 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 3,906 Value ($000) $1,315 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 6,196 Value ($000) $1,977 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 8,064 Value ($000) $2,386 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 9,331 Value ($000) $2,877 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 13,785 Value ($000) $3,946 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 14,061 Value ($000) $3,294 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 5,622 Value ($000) $1,102 Avg Close $198.02 Range $163.28 - $210.95