SW Investment Management LLC MORN Holdings History
SW Investment Management LLC's Morningstar Inc Holding Summary
As of 2025-03-31, SW Investment Management LLC held 20,000.00 shares of Morningstar Inc(MORN), totaling $6.00 Mil. This investment constitutes 1.88% of their stock portfolio, and SW Investment Management LLC now holds 0.05% of the outstanding Morningstar Inc(MORN) stock.
The initial trade took place in 2024Q4. And since then SW Investment Management LLC has made 1 purchases of MORN, at an average price of $341.78, for a total of 20,000.00 shares. Based on historical transaction data and MORN's current price of $311.29, SW Investment Management LLC's estimated gain on his MORN holdings is $-609,800.00, reflecting a -8.92% gain to date.
SW Investment Management LLC MORN ($311.29) Holding Chart
SW Investment Management LLC MORN ($311.29) 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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