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Morningstar shares owned by Diam

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

Historical chart of Diam investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Diam

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 36k 308.37
2023-12-31 $11M 38k 288.25
2023-09-30 $9.0M 38k 234.37
2023-06-30 $8.0M 41k 194.75
2023-03-31 $8.4M 42k 201.07
2022-12-31 $11M 51k 219.52
2022-09-30 $11M 49k 212.83
2022-06-30 $12M 48k 241.54
2022-03-31 $13M 48k 276.24
2021-12-31 $12M 35k 342.92
2021-09-30 $7.2M 28k 259.23
2018-12-31 $1.6M 15k 110.02
2018-09-30 $3.2M 26k 126.17
2018-06-30 $4.7M 37k 127.95