Number of Shares
389,677.00
Current Holdings Value*
$116.85 Mil
% of Portfolio
2.74%
Total Estimate Gain
$55.97 Mil
% of Total Estimate Gain
57.77%

Wasatch Core Growth Fund's Morningstar Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 389,677.00 shares of Morningstar Inc(MORN), totaling $116.85 Mil. This investment constitutes 2.74% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.92% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2020Q2. And since then Wasatch Core Growth Fund has made 7 purchases of MORN, at an average price of $174.90, for a total of 553,969.00 shares. In addition, there have been 9 sales at an average price of $246.06 for 164,292.00 shares. Based on historical transaction data and MORN's current price of $288.53, Wasatch Core Growth Fund's estimated gain on his MORN holdings is $55.97 Mil, reflecting a 57.77% gain to date.

Wasatch Core Growth Fund MORN ($288.53) Holding Chart

Wasatch Core Growth Fund MORN ($288.53) 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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