Morningstar shares owned by Aquatic Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Aquatic Capital Management
from 13F filings
Historical chart of Aquatic Capital Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Aquatic Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Aquatic Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 23k | 232.01 |
| 2025-06-30 | $2.8M | 9.0k | 313.93 |
| 2025-03-31 | $3.9M | 13k | 299.87 |
| 2024-12-31 | $902k | 2.7k | 336.76 |
| 2024-09-30 | $1.1M | 3.5k | 319.12 |
| 2024-03-31 | $863k | 2.8k | 308.37 |
| 2023-12-31 | $114k | 400 | 285.00 |
| 2023-06-30 | $59k | 300 | 196.67 |
| 2023-03-31 | $102k | 500 | 204.00 |
| 2022-12-31 | $693k | 3.2k | 216.56 |
| 2022-09-30 | $510k | 2.4k | 212.50 |
| 2022-06-30 | $97k | 400 | 242.50 |
| 2021-12-31 | $68k | 200 | 340.00 |
More positions owned by Aquatic Capital Management
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