Morningstar shares owned by Algert Coldiron Investors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Algert Coldiron Investors
from 13F filings
Historical chart of Algert Coldiron Investors investment in Morningstar
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Quarterly reported holdings in Morningstar by Algert Coldiron Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 50k | 232.02 |
| 2025-06-30 | $14M | 44k | 313.93 |
| 2025-03-31 | $11M | 38k | 299.87 |
| 2024-12-31 | $13M | 37k | 336.76 |
| 2024-09-30 | $8.1M | 26k | 319.10 |
| 2024-06-30 | $6.0M | 20k | 295.87 |
| 2024-03-31 | $5.4M | 17k | 308.38 |
| 2023-12-31 | $4.7M | 16k | 286.25 |
| 2023-09-30 | $5.5M | 24k | 234.22 |
| 2023-06-30 | $7.0M | 36k | 196.07 |
| 2023-03-31 | $6.1M | 30k | 203.03 |
| 2022-12-31 | $3.4M | 16k | 216.58 |
| 2022-09-30 | $2.9M | 14k | 212.35 |
| 2022-06-30 | $1.1M | 4.4k | 241.80 |
| 2022-03-31 | $2.7M | 9.7k | 273.20 |
| 2021-12-31 | $816k | 2.4k | 341.85 |
| 2021-09-30 | $618k | 2.4k | 258.90 |