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Morningstar shares owned by Boston Financial Mangement

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Boston Financial Mangement from 13F filings

Historical chart of Boston Financial Mangement investment in Morningstar

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All positions including Morningstar held by Boston Financial Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Boston Financial Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 62k 319.12

More positions owned by Boston Financial Mangement

Watsco, Incorporated (WSO)
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Microsoft Corporation (MSFT)
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Copart (CPRT)
Broadridge Financial Solutions (BR)
Sherwin-Williams Company (SHW)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Brown & Brown (BRO)
Cme (CME)
W.R. Berkley Corporation (WRB)
Amphenol Corp Cl A (APH)
Steris Shs Usd (STE)

View all positions for Boston Financial Mangement

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