Morningstar shares owned by Chicago Capital
Historical chart of Chicago Capital investment in Morningstar
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All positions including Morningstar held by Chicago Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Chicago Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 59k | 308.37 |
| 2023-12-31 | $17M | 60k | 286.24 |
| 2023-09-30 | $14M | 62k | 234.24 |
| 2023-06-30 | $12M | 63k | 196.07 |
| 2023-03-31 | $13M | 64k | 203.03 |
| 2022-12-31 | $15M | 67k | 216.59 |
| 2022-09-30 | $15M | 70k | 212.32 |
| 2022-06-30 | $17M | 70k | 241.83 |
| 2022-03-31 | $19M | 71k | 273.17 |
| 2021-12-31 | $41M | 119k | 341.99 |
| 2021-09-30 | $31M | 121k | 259.03 |
| 2021-06-30 | $31M | 121k | 257.11 |
| 2021-03-31 | $28M | 125k | 225.04 |
| 2020-12-31 | $30M | 129k | 231.57 |
| 2020-09-30 | $22M | 135k | 160.61 |
| 2020-06-30 | $20M | 143k | 140.97 |
| 2020-03-31 | $17M | 143k | 116.25 |
| 2019-12-31 | $22M | 146k | 151.31 |
| 2019-09-30 | $21M | 146k | 146.14 |
| 2019-06-30 | $21M | 147k | 144.64 |
| 2019-03-31 | $19M | 151k | 125.99 |
| 2018-12-31 | $17M | 154k | 109.84 |
| 2018-09-30 | $20M | 157k | 125.90 |
| 2018-06-30 | $19M | 151k | 128.25 |
| 2018-03-31 | $11M | 111k | 95.52 |