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Morningstar shares owned by Mawer Investment Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mawer Investment Management from 13F filings

Historical chart of Mawer Investment Management investment in Morningstar

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All positions including Morningstar held by Mawer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Mawer Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 8.7k 286.24
2023-09-30 $1.9M 8.0k 234.24
2023-06-30 $1.4M 7.3k 196.07
2023-03-31 $1.4M 6.7k 203.03
2022-12-31 $1.2M 5.7k 216.53
2022-09-30 $986k 4.6k 212.41
2022-06-30 $797k 3.3k 241.73
2022-03-31 $1.1M 4.2k 273.10
2021-12-31 $20M 59k 341.98
2021-09-30 $18M 69k 259.03
2021-06-30 $29M 112k 257.11
2021-03-31 $36M 159k 225.04
2020-12-31 $84M 365k 231.57
2020-09-30 $92M 575k 160.61
2020-06-30 $82M 578k 140.97
2020-03-31 $59M 510k 116.25
2019-12-31 $78M 512k 151.31
2019-09-30 $75M 514k 146.14
2019-06-30 $70M 483k 144.64
2019-03-31 $49M 387k 125.99
2018-12-31 $32M 288k 109.84