Position
Berkeley, Inc in Morningstar, Inc.
Back to the book · All holders of MORN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$751.2K$217.31 → $169.05
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 17.4K | $3.78M | — | — | — | 1.2% |
| Q1 2026 | 15.6K | $2.63M | $169.05 | −$751.2K | −$394.6K | 0.9% |