MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

SIMON QUICK ADVISORS, LLC's Holding History (CIK: 0001692038)

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

Q3 2025
Shares 2,579 Value ($000) $598 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 2,512 Value ($000) $789 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 3,555 Value ($000) $1,066 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 3,340 Value ($000) $1,125 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 3,362 Value ($000) $1,073 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 3,906 Value ($000) $1,156 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,534 Value ($000) $781 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 2,534 Value ($000) $725 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 3,314 Value ($000) $776 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 2,434 Value ($000) $477 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2,786 Value ($000) $566 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 1,324 Value ($000) $287 Avg Close $227.96 Range $207.11 - $252.04
Q1 2022
Shares 163 Value ($000) $45 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 263 Value ($000) $90 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 582 Value ($000) $150 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 162 Value ($000) $41 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 162 Value ($000) $36 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 162 Value ($000) $38 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 49 Value ($000) $8 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 99 Value ($000) $14 Avg Close $141.17 Range $109.25 - $165.19