Morningstar shares owned by CI Investments
Historical chart of CI Investments investment in Morningstar
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All positions including Morningstar held by CI Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by CI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 46k | 232.01 |
| 2025-06-30 | $14M | 44k | 313.94 |
| 2025-03-31 | $12M | 40k | 299.87 |
| 2024-12-31 | $13M | 39k | 336.75 |
| 2024-09-30 | $14M | 43k | 319.11 |
| 2024-06-30 | $14M | 46k | 295.84 |
| 2024-03-31 | $14M | 45k | 308.37 |
| 2023-12-31 | $13M | 44k | 286.24 |
| 2023-09-30 | $11M | 47k | 234.25 |
| 2023-06-30 | $9.0M | 46k | 196.07 |
| 2023-03-31 | $9.6M | 47k | 203.03 |
| 2022-12-31 | $9.4M | 43k | 216.58 |
| 2022-09-30 | $45k | 213 | 211.27 |
| 2022-06-30 | $52k | 217 | 239.63 |
| 2022-03-31 | $91k | 334 | 272.46 |
| 2021-12-31 | $130k | 380 | 342.11 |
| 2021-09-30 | $130k | 500 | 260.00 |
| 2021-06-30 | $128k | 498 | 257.03 |
| 2021-03-31 | $69k | 305 | 226.23 |
| 2020-12-31 | $15M | 64k | 231.58 |
| 2020-09-30 | $19M | 117k | 160.61 |
| 2020-06-30 | $15M | 103k | 140.97 |