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Morningstar shares owned by CI Investments

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

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
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