SEC 13F Intelligence

Golden Gate Private Equity, Inc. / MORN

Golden Gate Private Equity, Inc.’s Morningstar Inc Position

Does Golden Gate Private Equity, Inc. own Morningstar Inc (MORN)? Not currently — the last reported position was 89.0K shares worth $13M in Q2 2020; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$13M
Q2 2020
Shares
89.0K
% of Portfolio
+4.45%
Quarters Held
6
position exited

Position History MORN

Reported value by quarter
Q1 ’19: $9MQ1 ’19Q2 ’19: $10MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $9MQ1 ’20Q2 ’20: $13MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202089.0K$13M+4.45%
Q1 202080.7K$9M+4.35%
Q4 201964.3K$9M+3.16%
Q3 201964.3K$9M+3.16%
Q2 201969.5K$10M+3.34%
Q1 201967.7K$9M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Golden Gate Private Equity, Inc.’s full portfolio or all institutional holders of MORN.