Morningstar shares owned by Column Capital Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Column Capital Advisors
from 13F filings
Historical chart of Column Capital Advisors investment in Morningstar
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All positions including Morningstar held by Column Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Column Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $133k | 569 | 234.24 |
| 2023-06-30 | $117k | 597 | 196.07 |
| 2023-03-31 | $99k | 488 | 203.03 |
| 2022-12-31 | $86k | 399 | 216.59 |
| 2022-09-30 | $80k | 377 | 212.20 |
| 2022-06-30 | $91k | 377 | 241.38 |
| 2022-03-31 | $83k | 304 | 273.03 |
| 2021-12-31 | $104k | 304 | 342.11 |
| 2021-09-30 | $79k | 304 | 259.87 |
| 2021-06-30 | $88k | 342 | 257.31 |
| 2021-03-31 | $75k | 334 | 224.55 |
| 2020-12-31 | $83k | 360 | 230.56 |
| 2020-09-30 | $69k | 428 | 161.22 |
| 2020-06-30 | $50k | 358 | 139.66 |
| 2020-03-31 | $42k | 358 | 117.32 |
| 2019-12-31 | $54k | 358 | 150.84 |