Morningstar shares owned by Palo Capital
Historical chart of Palo Capital investment in Morningstar
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All positions including Morningstar held by Palo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Palo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $3.2M | 29k | 109.84 |
| 2018-09-30 | $3.6M | 29k | 125.89 |
| 2018-06-30 | $4.1M | 32k | 128.24 |
| 2018-03-31 | $3.3M | 35k | 95.51 |
| 2017-12-31 | $3.3M | 34k | 96.97 |
| 2017-09-30 | $2.6M | 30k | 84.99 |
| 2017-06-30 | $2.3M | 29k | 78.35 |
| 2017-03-31 | $2.3M | 29k | 78.60 |
| 2016-12-31 | $2.2M | 30k | 73.57 |