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Morningstar shares owned by Cedar Mountain Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Cedar Mountain Advisors from 13F filings

Historical chart of Cedar Mountain Advisors investment in Morningstar

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All positions including Morningstar held by Cedar Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Cedar Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 76 320.47
2024-06-30 $23k 76 296.72
2024-03-31 $24k 76 308.84
2023-12-31 $22k 76 286.26
2023-09-30 $18k 76 233.92
2023-06-30 $15k 76 195.49
2023-03-31 $15k 76 202.00
2022-12-31 $16k 76 210.53
2022-09-30 $16k 75 213.33
2022-06-30 $18k 75 240.00
2022-03-31 $21k 75 280.00
2021-12-31 $26k 75 346.67
2021-09-30 $19k 75 253.33
2021-06-30 $19k 75 253.33
2021-03-31 $17k 75 226.67
2020-12-31 $17k 75 226.67
2020-09-30 $12k 75 160.00
2020-06-30 $11k 75 146.67
2020-03-31 $9.0k 75 120.00
2019-12-31 $11k 75 146.67