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Morningstar shares owned by Ceera Investments

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Ceera Investments from 13F filings

Historical chart of Ceera Investments investment in Morningstar

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All positions including Morningstar held by Ceera Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Ceera Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 10k 286.24
2023-09-30 $2.9M 13k 234.24
2023-06-30 $2.4M 13k 196.07
2023-03-31 $2.6M 13k 203.03
2022-12-31 $2.7M 13k 216.59
2022-09-30 $2.7M 13k 212.32
2022-06-30 $3.1M 13k 241.83
2022-03-31 $3.6M 13k 273.20
2021-12-31 $4.5M 13k 341.98
2021-09-30 $3.5M 13k 259.06
2021-06-30 $3.5M 14k 257.15
2021-03-31 $3.0M 14k 225.06