Number of Shares
3,883.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
4.07%
Total Estimate Gain
$59,163.62
% of Total Estimate Gain
5.19%

Wasatch U.S. Select Fund's Morningstar Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 3,883.00 shares of Morningstar Inc(MORN), totaling $1.16 Mil. This investment constitutes 4.07% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.01% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2022Q2. And since then Wasatch U.S. Select Fund has made 8 purchases of MORN, at an average price of $275.49, for a total of 4,136.00 shares. In addition, there have been 3 sales at an average price of $273.21 for 253.00 shares. Based on historical transaction data and MORN's current price of $290.88, Wasatch U.S. Select Fund's estimated gain on his MORN holdings is $59,163.62, reflecting a 5.19% gain to date.

Wasatch U.S. Select Fund MORN ($290.88) Holding Chart

Wasatch U.S. Select Fund MORN ($290.88) 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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