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Morningstar shares owned by Bank of America Corporation

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Bank of America Corporation from 13F filings

Historical chart of Bank of America Corporation investment in Morningstar

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All positions including Morningstar held by Bank of America Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Bank of America Corporation

Quarter filed Position value Share count Share price at filing
2023-12-31 $370M 1.3M 286.24
2023-09-30 $300M 1.3M 234.24
2023-06-30 $254M 1.3M 196.07
2023-03-31 $499M 2.5M 203.03
2022-12-31 $505M 2.3M 216.59
2022-06-30 $456M 1.9M 241.83
2021-12-31 $48M 140k 342.00
2021-06-30 $38M 149k 257.21
2021-03-31 $33M 147k 225.03
2020-12-31 $37M 159k 231.59
2020-09-30 $27M 168k 160.67
2020-06-30 $24M 167k 140.95
2020-03-31 $20M 173k 116.61
2019-12-31 $26M 173k 151.25
2019-09-30 $27M 182k 145.98
2019-03-31 $27M 213k 126.18
2018-12-31 $27M 248k 109.98
2018-06-30 $34M 267k 128.44
2018-03-31 $31M 318k 95.99
2017-12-31 $31M 324k 96.88
2017-09-30 $41M 486k 84.80
2017-03-31 $27M 342k 78.63
2016-12-31 $22M 299k 73.47
2016-09-30 $26M 323k 79.11
2016-06-30 $25M 306k 81.57
2016-03-31 $27M 311k 88.08
2015-12-31 $27M 339k 80.21
2015-09-30 $31M 383k 81.13
2015-06-30 $1.0M 13k 80.21
2014-12-31 $761k 12k 64.92
2014-09-30 $1.3M 19k 67.98
2014-06-30 $1.5M 20k 71.72
2014-03-31 $1.5M 20k 78.96
2013-12-31 $1.3M 16k 78.16
2013-09-30 $955k 12k 79.32
2012-12-31 $1.1M 18k 62.73
2012-09-30 $1.1M 18k 62.93
2012-06-30 $1.4M 23k 57.94
2011-12-31 $1.2M 20k 59.47
2011-03-31 $1.1M 20k 58.36