Morningstar shares owned by Bradley, Foster & Sargent
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Bradley, Foster & Sargent
from 13F filings
Historical chart of Bradley, Foster & Sargent investment in Morningstar
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Quarterly reported holdings in Morningstar by Bradley, Foster & Sargent
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $865k | 3.0k | 286.24 |
| 2023-09-30 | $592k | 3.0k | 196.07 |
| 2023-06-30 | $592k | 3.0k | 196.07 |
| 2023-03-31 | $613k | 3.0k | 203.03 |
| 2022-12-31 | $654k | 3.0k | 216.59 |
| 2022-09-30 | $641k | 3.0k | 212.18 |
| 2022-06-30 | $731k | 3.0k | 241.97 |
| 2022-03-31 | $825k | 3.0k | 273.09 |
| 2021-12-31 | $1.0M | 3.0k | 341.94 |
| 2021-09-30 | $783k | 3.0k | 259.19 |
| 2021-06-30 | $777k | 3.0k | 257.20 |
| 2021-03-31 | $680k | 3.0k | 225.09 |
| 2020-12-31 | $700k | 3.0k | 231.71 |
| 2020-09-30 | $485k | 3.0k | 160.54 |
| 2020-03-31 | $351k | 3.0k | 116.19 |
| 2019-12-31 | $457k | 3.0k | 151.27 |
| 2019-09-30 | $441k | 3.0k | 145.98 |
| 2019-06-30 | $437k | 3.0k | 144.65 |
| 2019-03-31 | $381k | 3.0k | 126.12 |
| 2018-12-31 | $332k | 3.0k | 109.90 |
| 2018-09-30 | $400k | 3.2k | 125.75 |
| 2018-06-30 | $408k | 3.2k | 128.26 |
| 2018-03-31 | $304k | 3.2k | 95.57 |
| 2017-12-31 | $308k | 3.2k | 96.82 |
| 2017-09-30 | $270k | 3.2k | 84.88 |
| 2017-06-30 | $249k | 3.2k | 78.28 |
| 2017-03-31 | $250k | 3.2k | 78.59 |
| 2016-12-31 | $232k | 3.2k | 73.42 |
| 2016-09-30 | $250k | 3.2k | 79.11 |
| 2016-06-30 | $258k | 3.2k | 81.65 |
| 2016-03-31 | $279k | 3.2k | 88.29 |
| 2015-12-31 | $254k | 3.2k | 80.38 |
| 2015-09-30 | $254k | 3.2k | 80.38 |
| 2015-06-30 | $251k | 3.2k | 79.43 |
| 2015-03-31 | $237k | 3.2k | 75.00 |
| 2014-12-31 | $204k | 3.2k | 64.56 |
| 2014-09-30 | $215k | 3.2k | 68.04 |