Morningstar shares owned by Amalgamated Bank
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Amalgamated Bank
from 13F filings
Historical chart of Amalgamated Bank investment in Morningstar
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Quarterly reported holdings in Morningstar by Amalgamated Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 12k | 232.04 |
| 2025-06-30 | $3.9M | 13k | 313.91 |
| 2025-03-31 | $3.8M | 13k | 299.87 |
| 2024-12-31 | $4.5M | 13k | 336.79 |
| 2024-09-30 | $4.2M | 13k | 319.10 |
| 2024-06-30 | $4.0M | 14k | 295.87 |
| 2024-03-31 | $4.5M | 15k | 308.34 |
| 2023-12-31 | $5.3M | 19k | 286.22 |
| 2023-09-30 | $4.2M | 18k | 234.22 |
| 2023-06-30 | $1.1M | 5.6k | 196.11 |
| 2023-03-31 | $1.0M | 5.1k | 202.97 |
| 2022-12-31 | $1.2M | 5.6k | 216.56 |
| 2022-09-30 | $1.2M | 5.5k | 212.26 |
| 2022-06-30 | $1.4M | 5.9k | 241.91 |
| 2022-03-31 | $1.6M | 5.8k | 273.12 |
| 2021-12-31 | $1.9M | 5.4k | 342.08 |
| 2021-09-30 | $1.2M | 4.7k | 258.94 |
| 2021-06-30 | $1.3M | 5.0k | 257.11 |
| 2021-03-31 | $853k | 3.8k | 225.01 |
| 2020-12-31 | $951k | 4.1k | 231.67 |
| 2020-09-30 | $660k | 4.1k | 160.70 |
| 2020-06-30 | $592k | 4.2k | 141.02 |
| 2020-03-31 | $597k | 5.1k | 116.28 |
| 2019-12-31 | $793k | 5.2k | 151.36 |
| 2019-09-30 | $728k | 5.0k | 146.21 |
| 2019-06-30 | $627k | 4.3k | 144.60 |
| 2019-03-31 | $522k | 4.1k | 125.93 |
| 2018-12-31 | $446k | 4.1k | 109.96 |
| 2018-09-30 | $313k | 2.5k | 125.96 |
| 2018-06-30 | $543k | 4.2k | 128.16 |
| 2018-03-31 | $384k | 4.0k | 95.43 |
| 2017-12-31 | $366k | 3.8k | 96.88 |
| 2017-09-30 | $303k | 3.6k | 84.92 |
| 2017-06-30 | $275k | 3.5k | 78.37 |
| 2017-03-31 | $205k | 2.6k | 78.45 |
| 2016-12-31 | $235k | 3.2k | 73.67 |
| 2016-09-30 | $227k | 2.9k | 79.43 |
| 2016-06-30 | $237k | 2.9k | 82.95 |