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Morningstar shares owned by Dundas Partners

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

Historical chart of Dundas Partners investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Dundas Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $330k 1.1k 296.23
2024-03-31 $225k 729 308.64
2023-12-31 $171k 598 285.95
2023-09-30 $140k 598 234.11
2023-06-30 $68k 347 195.97
2023-03-31 $70k 347 201.73
2022-12-31 $110k 509 216.11
2022-09-30 $108k 509 212.18
2022-06-30 $123k 509 241.65
2022-03-31 $139k 509 273.08
2021-12-31 $150k 509 294.70
2021-09-30 $2.0k 9 222.22