Column Small Cap Fund MORN Holdings History
Number of Shares
15,117.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
1.15%
Total Estimate Gain
$335,660.49
% of Total Estimate Gain
7.89%
Column Small Cap Fund's Morningstar Inc Holding Summary
As of 2025-02-28, Column Small Cap Fund held 15,117.00 shares of Morningstar Inc(MORN), totaling $4.74 Mil. This investment constitutes 1.15% of their stock portfolio, and Column Small Cap Fund now holds 0.04% of the outstanding Morningstar Inc(MORN) stock.
The initial trade took place in 2024Q1. And since then Column Small Cap Fund has made 2 purchases of MORN, at an average price of $281.59, for a total of 15,117.00 shares. Based on historical transaction data and MORN's current price of $303.79, Column Small Cap Fund's estimated gain on his MORN holdings is $335,660.49, reflecting a 7.89% gain to date.
Column Small Cap Fund MORN ($303.79) Holding Chart
Column Small Cap 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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