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Morningstar shares owned by BT Investment Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by BT Investment Management from 13F filings

Historical chart of BT Investment Management investment in Morningstar

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All positions including Morningstar held by BT Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by BT Investment Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $83M 382k 216.59
2022-09-30 $75M 351k 212.32
2022-06-30 $102M 423k 241.83
2022-03-31 $121M 444k 273.17
2021-12-31 $151M 442k 341.99
2021-09-30 $116M 447k 259.03
2021-06-30 $116M 450k 257.11
2021-03-31 $100M 446k 225.04