Morningstar shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Beach Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Beach Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $128k | 400 | 320.00 |
2024-06-30 | $118k | 400 | 295.00 |