Morningstar shares owned by CI Private Wealth
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Morningstar
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Quarterly reported holdings in Morningstar by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 232.02 |
| 2025-06-30 | $2.6M | 8.4k | 313.94 |
| 2025-03-31 | $2.6M | 8.8k | 299.87 |
| 2024-12-31 | $3.3M | 9.8k | 336.76 |
| 2024-09-30 | $3.6M | 11k | 319.12 |
| 2024-06-30 | $3.5M | 12k | 295.85 |
| 2024-03-31 | $3.9M | 13k | 308.37 |
| 2023-12-31 | $3.6M | 13k | 286.24 |
| 2023-09-30 | $3.2M | 14k | 234.24 |
| 2023-06-30 | $2.9M | 15k | 196.07 |
| 2023-03-31 | $5.3M | 26k | 203.03 |
| 2022-12-31 | $614k | 2.8k | 216.59 |