Morningstar shares owned by Analytic Investors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Analytic Investors
from 13F filings
Historical chart of Analytic Investors investment in Morningstar
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Quarterly reported holdings in Morningstar by Analytic Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-09-30 | $6.1M | 78k | 79.27 |
| 2016-06-30 | $6.4M | 78k | 81.78 |
| 2016-03-31 | $11M | 124k | 88.27 |
| 2015-12-31 | $11M | 131k | 80.41 |
| 2015-09-30 | $6.8M | 85k | 80.26 |
| 2015-06-30 | $2.6M | 32k | 79.55 |
| 2015-03-31 | $2.1M | 28k | 74.93 |
| 2014-12-31 | $1.8M | 28k | 64.70 |
| 2014-09-30 | $2.8M | 41k | 67.89 |
| 2014-06-30 | $7.1M | 99k | 71.81 |
| 2014-03-31 | $11M | 137k | 79.02 |
| 2013-12-31 | $2.4M | 30k | 78.10 |
| 2013-09-30 | $2.1M | 27k | 79.27 |