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Morningstar shares owned by Altshuler Shaham

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Altshuler Shaham from 13F filings

Historical chart of Altshuler Shaham investment in Morningstar

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All positions including Morningstar held by Altshuler Shaham consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Altshuler Shaham

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 66 286.24
2022-09-30 $25k 116 215.52
2022-06-30 $29k 120 241.67
2022-03-31 $89k 327 272.17
2021-12-31 $120k 350 342.86
2021-09-30 $35k 134 261.19
2021-06-30 $45k 174 258.62
2021-03-31 $154k 686 224.49
2020-12-31 $190k 822 231.14
2020-09-30 $125k 779 160.46
2020-06-30 $147k 1.0k 140.67
2020-03-31 $3.0k 27 111.11
2019-12-31 $20k 132 151.52
2019-09-30 $17k 119 142.86
2019-06-30 $16k 113 141.59
2018-09-30 $6.0k 49 122.45
2018-06-30 $11k 312 35.26
2018-03-31 $8.0k 312 25.64