Morningstar shares owned by Copeland Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Copeland Capital Management
from 13F filings
Historical chart of Copeland Capital Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Copeland Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Copeland Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32M | 105k | 308.37 |
| 2023-12-31 | $29M | 100k | 286.24 |
| 2023-09-30 | $25M | 105k | 234.24 |
| 2023-06-30 | $20M | 104k | 196.07 |
| 2023-03-31 | $19M | 95k | 203.02 |
| 2022-12-31 | $20M | 94k | 216.59 |
| 2022-09-30 | $13M | 61k | 212.33 |
| 2022-06-30 | $15M | 62k | 241.83 |
| 2022-03-31 | $17M | 61k | 273.18 |
| 2021-12-31 | $21M | 62k | 342.00 |
| 2021-09-30 | $16M | 63k | 259.03 |
| 2021-06-30 | $9.5M | 37k | 257.14 |
| 2021-03-31 | $9.1M | 41k | 225.02 |
| 2020-12-31 | $33M | 144k | 231.57 |
| 2020-09-30 | $37M | 229k | 160.61 |
| 2020-06-30 | $23M | 165k | 140.97 |
| 2020-03-31 | $18M | 156k | 116.25 |
| 2019-12-31 | $24M | 159k | 151.31 |
| 2019-09-30 | $23M | 155k | 146.14 |
| 2019-06-30 | $21M | 144k | 144.64 |
| 2019-03-31 | $20M | 161k | 125.99 |
| 2018-12-31 | $16M | 149k | 109.84 |
| 2018-09-30 | $18M | 145k | 125.90 |
| 2018-06-30 | $22M | 172k | 128.25 |
| 2018-03-31 | $15M | 159k | 95.52 |
| 2017-12-31 | $15M | 159k | 96.97 |
| 2017-09-30 | $14M | 164k | 84.99 |
| 2017-06-30 | $13M | 161k | 78.34 |
| 2017-03-31 | $12M | 151k | 80.02 |
| 2016-12-31 | $9.9M | 134k | 73.56 |
More positions owned by Copeland Capital Management
View all positions for Copeland Capital Management