Morningstar shares owned by Bank of Stockton Trust & Investment
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Bank of Stockton Trust & Investment
from 13F filings
Historical chart of Bank of Stockton Trust & Investment investment in Morningstar
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Quarterly reported holdings in Morningstar by Bank of Stockton Trust & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $273k | 924 | 295.85 |
| 2024-03-31 | $428k | 1.4k | 308.37 |
| 2023-12-31 | $509k | 1.8k | 278.67 |
| 2023-09-30 | $703k | 2.8k | 248.00 |
| 2023-06-30 | $939k | 4.8k | 196.07 |
| 2023-03-31 | $1.1M | 5.5k | 203.03 |
| 2022-12-31 | $1.3M | 5.9k | 216.54 |
| 2022-09-30 | $1.3M | 6.2k | 212.28 |
| 2022-06-30 | $1.6M | 6.6k | 241.90 |
| 2022-03-31 | $1.9M | 6.8k | 273.16 |
| 2021-12-31 | $2.2M | 6.5k | 342.00 |
| 2021-09-30 | $1.7M | 6.4k | 259.02 |
| 2021-06-30 | $1.7M | 6.5k | 257.13 |
| 2021-03-31 | $1.5M | 6.6k | 224.91 |
| 2020-12-31 | $1.4M | 6.2k | 231.49 |
| 2020-09-30 | $1.1M | 7.0k | 160.59 |
| 2020-06-30 | $919k | 6.5k | 140.93 |
| 2020-03-31 | $567k | 4.9k | 116.07 |
| 2019-12-31 | $690k | 4.6k | 151.25 |
| 2019-09-30 | $709k | 4.9k | 146.04 |
| 2019-06-30 | $503k | 3.5k | 144.54 |
| 2019-03-31 | $356k | 2.8k | 125.80 |
| 2018-12-31 | $279k | 2.5k | 109.63 |
| 2018-09-30 | $364k | 2.9k | 125.73 |
More positions owned by Bank of Stockton Trust & Investment
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