Morningstar shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 14k | 308.37 |
| 2023-12-31 | $4.0M | 14k | 286.24 |
| 2023-09-30 | $4.3M | 19k | 234.24 |
| 2023-06-30 | $3.7M | 19k | 196.07 |
| 2023-03-31 | $3.9M | 19k | 203.03 |
| 2022-12-31 | $4.1M | 19k | 216.59 |
| 2022-09-30 | $4.1M | 20k | 212.31 |
| 2022-06-30 | $4.7M | 20k | 241.85 |
| 2022-03-31 | $5.4M | 20k | 273.19 |
| 2021-12-31 | $7.9M | 23k | 342.01 |
| 2021-09-30 | $6.0M | 23k | 259.03 |
| 2021-06-30 | $6.0M | 23k | 257.10 |
| 2021-03-31 | $5.6M | 24k | 237.22 |
| 2020-12-31 | $5.3M | 23k | 231.56 |
| 2020-09-30 | $3.7M | 23k | 160.60 |
| 2020-06-30 | $3.5M | 25k | 140.95 |
| 2020-03-31 | $2.8M | 24k | 116.24 |
| 2019-12-31 | $3.4M | 23k | 151.31 |
| 2019-09-30 | $3.3M | 23k | 146.13 |
| 2019-06-30 | $3.2M | 22k | 144.63 |
| 2019-03-31 | $2.9M | 23k | 126.00 |
| 2018-12-31 | $2.6M | 24k | 109.82 |
| 2018-09-30 | $2.7M | 22k | 125.91 |
| 2018-06-30 | $2.8M | 22k | 128.26 |
| 2018-03-31 | $2.1M | 22k | 95.52 |
| 2017-12-31 | $2.1M | 22k | 96.99 |
| 2017-09-30 | $1.8M | 22k | 84.97 |
| 2017-06-30 | $1.8M | 23k | 78.35 |
| 2017-03-31 | $1.4M | 20k | 73.14 |
| 2016-12-31 | $1.4M | 19k | 73.58 |
| 2016-09-30 | $1.4M | 18k | 79.28 |
| 2016-06-30 | $1.5M | 18k | 81.75 |
| 2016-03-31 | $1.6M | 18k | 88.28 |
| 2015-12-31 | $1.4M | 18k | 80.39 |
| 2015-09-30 | $1.5M | 19k | 80.26 |
| 2015-06-30 | $1.5M | 19k | 79.53 |
| 2015-03-31 | $1.4M | 18k | 74.92 |
| 2014-12-31 | $1.1M | 17k | 64.69 |
| 2014-09-30 | $1.1M | 17k | 67.90 |
| 2014-06-30 | $1.2M | 17k | 71.78 |
| 2014-03-31 | $1.3M | 16k | 79.00 |
| 2013-12-31 | $1.2M | 16k | 78.12 |
| 2013-09-30 | $1.2M | 15k | 79.25 |
| 2013-06-30 | $1.2M | 15k | 77.56 |
| 2013-03-31 | $1.1M | 16k | 69.90 |
| 2012-12-31 | $962k | 15k | 62.86 |
| 2012-09-30 | $957k | 15k | 62.63 |
| 2012-06-30 | $879k | 15k | 57.83 |
| 2012-03-31 | $948k | 15k | 63.07 |
| 2011-12-31 | $868k | 15k | 59.47 |
| 2011-09-30 | $822k | 15k | 56.44 |
| 2011-06-30 | $883k | 15k | 60.79 |