Morningstar shares owned by Connectus Wealth
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Connectus Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Connectus Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $356k | 1.5k | 234.36 |
2023-06-30 | $298k | 1.5k | 196.17 |
2023-03-31 | $308k | 1.5k | 203.13 |
2022-12-31 | $329k | 1.5k | 216.70 |
2022-09-30 | $322k | 1.5k | 212.40 |
2022-06-30 | $245k | 1.0k | 241.62 |
2022-03-31 | $346k | 1.0k | 341.90 |
2021-12-31 | $346k | 1.0k | 341.90 |