MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q2 2021
Shares 887 Value ($000) $228 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 930 Value ($000) $209 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 930 Value ($000) $215 Avg Close $198.64 Range $159.23 - $232.06
Q4 2017
Shares 76 Value ($000) $7 Avg Close $90.03 Range $82.64 - $99.11
Q3 2017
Shares 76 Value ($000) $6 Avg Close $81.52 Range $77.46 - $85.58
Q2 2017
Shares 76 Value ($000) $6 Avg Close $75.47 Range $68.43 - $79.55
Q1 2017
Shares 76 Value ($000) $6 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 76 Value ($000) $6 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 76 Value ($000) $6 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 76 Value ($000) $6 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 76 Value ($000) $7 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 637 Value ($000) $51 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 637 Value ($000) $52 Avg Close $81.64 Range $76.60 - $86.88
Q2 2015
Shares 637 Value ($000) $52 Avg Close $76.58 Range $71.89 - $80.93
Q1 2015
Shares 637 Value ($000) $47 Avg Close $70.94 Range $62.14 - $78.51
Q4 2014
Shares 744 Value ($000) $48 Avg Close $66.23 Range $61.03 - $71.08
Q3 2014
Shares 2,243 Value ($000) $152 Avg Close $68.45 Range $66.30 - $72.76
Q2 2014
Shares 1,610 Value ($000) $115 Avg Close $73.12 Range $67.77 - $80.00
Q1 2014
Shares 1,696 Value ($000) $133 Avg Close $79.64 Range $73.97 - $84.05
Q4 2013
Shares 1,445 Value ($000) $111 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 1,865 Value ($000) $147 Avg Close $77.30 Range $74.19 - $80.00
Q2 2013
Shares 1,865 Value ($000) $144 Avg Close $69.29 Range $63.01 - $77.83