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Morningstar shares owned by Citigroup

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

Historical chart of Citigroup investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Citigroup

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 11k 319.12
2024-06-30 $2.1M 6.9k 295.85
2024-03-31 $3.8M 12k 308.37
2023-12-31 $1.8M 6.2k 286.24
2023-09-30 $1.2M 5.3k 234.24
2023-03-31 $1.3M 6.4k 203.03
2022-12-31 $969k 4.5k 216.59
2022-09-30 $915k 4.3k 212.20
2021-12-31 $6.9M 20k 342.06
2021-03-31 $5.7M 25k 225.19
2020-12-31 $3.7M 16k 231.74
2020-09-30 $3.3M 21k 160.58
2020-06-30 $2.5M 18k 141.05
2020-03-31 $1.2M 10k 116.36
2019-12-31 $887k 5.9k 151.14
2019-09-30 $839k 5.7k 146.01
2019-06-30 $717k 5.0k 144.64
2019-03-31 $543k 4.3k 126.16
2018-12-31 $475k 4.3k 109.76
2018-09-30 $921k 7.3k 126.03
2018-06-30 $1.0M 8.2k 128.25
2018-03-31 $866k 9.1k 95.47
2017-12-31 $981k 10k 96.92
2017-09-30 $892k 11k 84.95
2017-06-30 $642k 8.2k 78.28
2017-03-31 $626k 8.0k 78.55
2016-12-31 $1.7M 24k 73.58
2016-09-30 $3.8M 48k 79.27
2016-06-30 $4.0M 50k 81.78
2015-12-31 $3.9M 49k 80.42
2015-09-30 $1.1M 14k 80.24
2015-06-30 $851k 11k 79.53
2014-09-30 $1.0M 15k 67.93
2014-03-31 $1.0M 13k 79.01
2013-12-31 $846k 11k 78.11
2013-09-30 $1.5M 18k 79.30
2013-06-30 $1.2M 16k 77.54
2011-12-31 $755k 13k 59.45
2011-09-30 $700k 12k 56.39
2011-06-30 $1.3M 22k 60.77
2011-03-31 $1.4M 24k 58.40