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Morningstar shares owned by Atlantic Trust

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

Historical chart of Atlantic Trust investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 5.9k 319.13
2024-06-30 $1.8M 5.9k 299.13
2024-03-31 $1.6M 5.2k 306.30
2023-09-30 $1.0M 4.5k 234.24
2023-06-30 $264k 1.3k 196.07
2023-03-31 $324k 1.6k 203.09
2022-12-31 $346k 1.6k 216.59
2022-09-30 $339k 1.6k 212.54
2022-06-30 $386k 1.6k 242.16
2022-03-31 $440k 1.6k 272.95
2021-12-31 $531k 1.6k 341.70
2021-09-30 $338k 1.3k 259.20
2021-06-30 $335k 1.3k 256.90
2021-03-31 $293k 1.3k 224.69
2020-12-31 $302k 1.3k 231.60
2020-09-30 $209k 1.3k 160.28
2019-12-31 $228k 1.5k 151.39
2019-09-30 $220k 1.5k 146.08
2019-06-30 $215k 1.5k 144.49
2018-06-30 $190k 1.5k 128.38
2018-03-31 $156k 1.6k 95.71
2017-12-31 $158k 1.6k 96.93