Morningstar shares owned by Balyasny Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Balyasny Asset Management
from 13F filings
Historical chart of Balyasny Asset Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Balyasny Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Balyasny Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $12M | 41k | 299.87 |
| 2024-12-31 | $57M | 168k | 336.76 |
| 2024-06-30 | $6.8M | 23k | 295.85 |
| 2024-03-31 | $11M | 35k | 308.37 |
| 2023-12-31 | $19M | 67k | 286.24 |
| 2023-09-30 | $17M | 71k | 234.24 |
| 2020-09-30 | $1.7M | 11k | 160.60 |
| 2018-06-30 | $537k | 4.2k | 128.19 |
| 2018-03-31 | $840k | 8.8k | 95.57 |
| 2017-12-31 | $493k | 5.1k | 96.88 |
| 2017-09-30 | $280k | 3.3k | 85.13 |