News + Filings Holdings
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YHB Investment Advisors, Inc.
> MORN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Morningstar, Inc. | MORN | 18,912 | -167 | 3,708,076,000 | -165,533,000 | $196,070.01 |
| 03/31/2023 | Morningstar, Inc. | MORN | 19,079 | -402 | 3,873,609,000 | 3,869,473,000 | $203,029.98 |
| 09/30/2022 | Morningstar, Inc. | MORN | 19,481 | -52 | 4,136,000 | -588,000 | $212.31 |
| 06/30/2022 | Morningstar, Inc. | MORN | 19,533 | -310 | 4,724,000 | -697,000 | $241.85 |
| 03/31/2022 | Morningstar, Inc. | MORN | 19,843 | -3,180 | 5,421,000 | -2,453,000 | $273.19 |
| 12/31/2021 | Morningstar, Inc. | MORN | 23,023 | -90 | 7,874,000 | 1,887,000 | $342.01 |
| 09/30/2021 | Morningstar, Inc. | MORN | 23,113 | -236 | 5,987,000 | -16,000 | $259.03 |
| 06/30/2021 | Morningstar, Inc. | MORN | 23,349 | -169 | 6,003,000 | 424,000 | $257.10 |
| 03/31/2021 | Morningstar, Inc. | MORN | 23,518 | 470 | 5,579,000 | 242,000 | $237.22 |
| 12/31/2020 | Morningstar, Inc. | MORN | 23,048 | -265 | 5,337,000 | 1,593,000 | $231.56 |
| 09/30/2020 | Morningstar, Inc. | MORN | 23,313 | -1,468 | 3,744,000 | 251,000 | $160.60 |
| 06/30/2020 | Morningstar, Inc. | MORN | 24,781 | 917 | 3,493,000 | 719,000 | $140.95 |
| 03/31/2020 | Morningstar, Inc. | MORN | 23,864 | 1,301 | 2,774,000 | -640,000 | $116.24 |
| 12/31/2019 | Morningstar, Inc. | MORN | 22,563 | -205 | 3,414,000 | 87,000 | $151.31 |
| 09/30/2019 | Morningstar, Inc. | MORN | 22,768 | 463 | 3,327,000 | 101,000 | $146.13 |
| 06/30/2019 | Morningstar, Inc. | MORN | 22,305 | -988 | 3,226,000 | 291,000 | $144.63 |
| 03/31/2019 | Morningstar, Inc. | MORN | 23,293 | -536 | 2,935,000 | 318,000 | $126.00 |
| 12/31/2018 | Morningstar, Inc. | MORN | 23,829 | 2,163 | 2,617,000 | -111,000 | $109.82 |
| 09/30/2018 | Morningstar, Inc. | MORN | 21,666 | -250 | 2,728,000 | -83,000 | $125.91 |
| 06/30/2018 | Morningstar, Inc. | MORN | 21,916 | -185 | 2,811,000 | 700,000 | $128.26 |
| 03/31/2018 | Morningstar, Inc. | MORN | 22,101 | 315 | 2,111,000 | -2,000 | $95.52 |
| 12/31/2017 | Morningstar, Inc. | MORN | 21,786 | 260 | 2,113,000 | 284,000 | $96.99 |
| 09/30/2017 | Morningstar, Inc. | MORN | 21,526 | 1,825 | 1,829,000 | 388,000 | $84.97 |
| 03/31/2017 | Morningstar, Inc. | MORN | 19,701 | 945 | 1,441,000 | 61,000 | $73.14 |
| 12/31/2016 | Morningstar, Inc. | MORN | 18,756 | 795 | 1,380,000 | -44,000 | $73.58 |
| 09/30/2016 | Morningstar, Inc. | MORN | 17,961 | 200 | 1,424,000 | -28,000 | $79.28 |
| 06/30/2016 | Morningstar, Inc. | MORN | 17,761 | 2,656 | 1,452,000 | 255,000 | $81.75 |
| 03/31/2016 | Morningstar, Inc. | MORN | 17,840 | -60 | 1,575,000 | 136,000 | $88.28 |
| 12/31/2015 | Morningstar, Inc. | MORN | 17,900 | 2,795 | 1,439,000 | 242,000 | $80.39 |
| 09/30/2015 | Morningstar, Inc. | MORN | 18,950 | 265 | 1,521,000 | 35,000 | $80.26 |
| 06/30/2015 | Morningstar, Inc. | MORN | 18,685 | 3,580 | 1,486,000 | 289,000 | $79.53 |
| 03/31/2015 | Morningstar, Inc. | MORN | 18,380 | 3,275 | 1,377,000 | 180,000 | $74.92 |
| 12/31/2014 | Morningstar, Inc. | MORN | 17,405 | 2,300 | 1,126,000 | -71,000 | $64.69 |
| 09/30/2014 | Morningstar, Inc. | MORN | 16,525 | 1,420 | 1,122,000 | -75,000 | $67.90 |
| 06/30/2014 | Morningstar, Inc. | MORN | 17,205 | 2,100 | 1,235,000 | 38,000 | $71.78 |
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