MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Cresset Asset Management, LLC's Holding History (CIK: 0001761013)

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

Q2 2025
Shares 811 Value ($000) $255 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,546 Value ($000) $464 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,453 Value ($000) $489 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,330 Value ($000) $743 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,646 Value ($000) $487 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,011 Value ($000) $312 Avg Close $288.05 Range $269.51 - $316.05
Q4 2021
Shares 586 Value ($000) $200 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 1,428 Value ($000) $369 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,416 Value ($000) $364 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,391 Value ($000) $313 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 1,951 Value ($000) $452 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 2,485 Value ($000) $399 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 2,733 Value ($000) $385 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 2,809 Value ($000) $327 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 2,752 Value ($000) $416 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 1,613 Value ($000) $236 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 1,485 Value ($000) $215 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 637 Value ($000) $80 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 387 Value ($000) $43 Avg Close $117.21 Range $104.56 - $133.74