Morningstar shares owned by Covey Capital Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Covey Capital Advisors
from 13F filings
Historical chart of Covey Capital Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Covey Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $818k | 2.6k | 313.93 |
| 2025-03-31 | $781k | 2.6k | 299.87 |
| 2024-12-31 | $878k | 2.6k | 336.76 |
| 2024-09-30 | $905k | 2.8k | 319.12 |
| 2024-06-30 | $904k | 3.1k | 295.85 |
| 2024-03-31 | $964k | 3.1k | 308.37 |
| 2023-12-31 | $984k | 3.4k | 286.24 |
| 2023-09-30 | $806k | 3.4k | 234.24 |
| 2023-06-30 | $674k | 3.4k | 196.07 |
| 2023-03-31 | $698k | 3.4k | 203.03 |
| 2022-12-31 | $655k | 3.0k | 216.59 |
| 2022-09-30 | $1.0M | 4.8k | 212.34 |
| 2022-06-30 | $1.2M | 4.8k | 241.76 |
| 2022-03-31 | $1.4M | 5.1k | 273.25 |
| 2021-12-31 | $1.6M | 4.6k | 342.01 |