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
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Covey Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |