Morningstar shares owned by Luke P. La Valle, Jr.
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Luke P. La Valle, Jr.
from 13F filings
Historical chart of Luke P. La Valle, Jr. investment in Morningstar
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Quarterly reported holdings in Morningstar by Luke P. La Valle, Jr.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $41M | 143k | 286.24 |
| 2023-09-30 | $38M | 162k | 234.24 |
| 2023-06-30 | $33M | 168k | 196.07 |
| 2023-03-31 | $37M | 184k | 203.03 |
| 2022-12-31 | $40M | 184k | 216.59 |
| 2022-09-30 | $39M | 184k | 212.32 |
| 2022-06-30 | $44M | 184k | 241.83 |
| 2022-03-31 | $51M | 186k | 273.17 |
| 2021-12-31 | $63M | 184k | 341.99 |
| 2021-09-30 | $48M | 185k | 259.03 |
| 2021-06-30 | $49M | 192k | 257.11 |
| 2021-03-31 | $43M | 192k | 225.04 |
| 2020-12-31 | $44M | 192k | 231.57 |
| 2020-09-30 | $31M | 193k | 160.61 |
| 2020-06-30 | $29M | 203k | 140.97 |
| 2020-03-31 | $24M | 202k | 116.25 |
| 2019-12-31 | $30M | 200k | 151.31 |
| 2019-09-30 | $29M | 198k | 146.14 |
| 2019-06-30 | $29M | 199k | 144.64 |
| 2019-03-31 | $27M | 213k | 125.99 |
| 2018-12-31 | $23M | 212k | 109.84 |
| 2018-09-30 | $27M | 215k | 125.90 |
| 2018-06-30 | $28M | 215k | 128.25 |
| 2018-03-31 | $20M | 212k | 95.52 |
| 2017-12-31 | $20M | 209k | 96.97 |
| 2017-09-30 | $17M | 204k | 84.99 |
| 2017-06-30 | $16M | 204k | 78.34 |
| 2017-03-31 | $16M | 207k | 78.60 |
| 2016-12-31 | $15M | 204k | 73.56 |
| 2016-09-30 | $16M | 204k | 79.27 |
| 2016-03-31 | $18M | 199k | 88.27 |
| 2015-12-31 | $16M | 197k | 80.41 |
| 2015-09-30 | $15M | 192k | 80.26 |
| 2015-06-30 | $15M | 188k | 79.55 |
| 2015-03-31 | $14M | 192k | 74.91 |
| 2014-12-31 | $12M | 191k | 64.71 |
| 2014-09-30 | $13M | 188k | 67.90 |
| 2014-06-30 | $12M | 172k | 71.81 |
| 2014-03-31 | $13M | 166k | 79.02 |
| 2013-12-31 | $13M | 167k | 78.09 |
| 2013-09-30 | $12M | 147k | 79.26 |
| 2013-06-30 | $11M | 147k | 77.58 |
| 2013-03-31 | $9.9M | 142k | 69.92 |
| 2012-12-31 | $8.8M | 141k | 62.83 |
| 2012-09-30 | $8.8M | 141k | 62.64 |
| 2012-06-30 | $8.1M | 140k | 57.84 |
| 2012-03-31 | $7.4M | 117k | 63.05 |
| 2011-12-31 | $6.6M | 111k | 59.45 |
| 2011-09-30 | $5.6M | 99k | 56.44 |
| 2011-06-30 | $5.1M | 83k | 60.78 |
| 2011-03-31 | $4.4M | 75k | 58.39 |
| 2010-12-31 | $3.7M | 69k | 53.08 |