Morningstar shares owned by CLARET ASSET MANAGEMENT Corp
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by CLARET ASSET MANAGEMENT Corp
from 13F filings
Historical chart of CLARET ASSET MANAGEMENT Corp investment in Morningstar
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All positions including Morningstar held by CLARET ASSET MANAGEMENT Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by CLARET ASSET MANAGEMENT Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $226k | 1.4k | 156.08 |
| 2025-06-30 | $233k | 744 | 313.17 |
| 2025-03-31 | $208k | 693 | 300.14 |
| 2024-12-31 | $233k | 693 | 336.22 |
| 2024-09-30 | $220k | 688 | 319.77 |
| 2024-06-30 | $202k | 684 | 295.32 |
| 2024-03-31 | $219k | 711 | 308.02 |
| 2023-12-31 | $220k | 767 | 286.83 |
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