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Morningstar shares owned by Massey, Quick & Co

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Massey, Quick & Co from 13F filings

Historical chart of Massey, Quick & Co investment in Morningstar

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All positions including Morningstar held by Massey, Quick & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Massey, Quick & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $782k 2.5k 308.40
2023-12-31 $725k 2.5k 286.24
2023-09-30 $776k 3.3k 234.22
2023-06-30 $477k 2.4k 196.11
2023-03-31 $566k 2.8k 203.04
2022-12-31 $287k 1.3k 216.56
2022-03-31 $45k 163 276.07
2021-12-31 $90k 263 342.21
2021-09-30 $150k 582 257.73
2021-06-30 $41k 162 253.09
2021-03-31 $36k 162 222.22
2020-12-31 $38k 162 234.57
2020-09-30 $8.0k 49 163.27
2020-06-30 $14k 99 141.41