Number of Shares
8,291.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
2.19%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
70.88%

BMO Low Volatility Equity Fund's Morningstar Inc Holding Summary

As of 2021-11-30, BMO FUNDS, INC. held 8,291.00 shares of Morningstar Inc(MORN), totaling $2.57 Mil. This investment constitutes 2.19% of their stock portfolio, and BMO FUNDS, INC. now holds 0.02% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2019Q4. And since then BMO Low Volatility Equity Fund has made 3 purchases of MORN, at an average price of $154.83, for a total of 21,810.00 shares. In addition, there have been 4 sales at an average price of $240.52 for 13,519.00 shares. Based on historical transaction data and MORN's current price of $303.79, BMO Low Volatility Equity Fund's estimated gain on his MORN holdings is $2.39 Mil, reflecting a 70.88% gain to date.

BMO Low Volatility Equity Fund MORN ($303.79) Holding Chart

BMO Low Volatility Equity Fund MORN ($303.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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