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Morningstar shares owned by Empire Life Investments

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

Historical chart of Empire Life Investments investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Empire Life Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 6.7k 286.24
2023-09-30 $1.5M 6.5k 234.24
2023-06-30 $1.3M 6.6k 196.07
2023-03-31 $1.3M 6.5k 203.06
2022-12-31 $1.4M 6.4k 216.64
2022-09-30 $1.4M 6.4k 212.39
2022-06-30 $1.5M 6.3k 241.79
2022-03-31 $1.7M 6.1k 273.25
2021-12-31 $2.1M 6.1k 341.93
2021-09-30 $1.5M 5.7k 258.97
2021-06-30 $1.4M 5.6k 257.07
2021-03-31 $1.2M 5.3k 225.13
2020-12-31 $1.1M 4.6k 231.57
2020-09-30 $711k 4.4k 160.53
2020-06-30 $624k 4.4k 140.89
2020-03-31 $516k 4.4k 116.22
2019-12-31 $677k 4.5k 151.42
2019-09-30 $620k 4.2k 146.19
2019-06-30 $605k 4.2k 144.60
2019-03-31 $517k 4.1k 126.10