Envestnet Asset Management »

Morningstar shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Morningstar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 77k 319.12
2024-06-30 $22M 73k 295.85
2024-03-31 $25M 81k 308.37
2023-09-30 $8.1M 35k 234.24
2023-06-30 $3.3M 17k 196.07
2023-03-31 $3.2M 16k 203.03
2022-12-31 $3.3M 15k 216.59
2022-09-30 $2.9M 13k 212.35
2022-06-30 $3.1M 13k 241.82
2022-03-31 $2.8M 10k 273.20
2021-12-31 $3.7M 11k 341.96
2021-09-30 $2.9M 11k 259.04
2021-06-30 $2.7M 11k 257.14
2021-03-31 $2.0M 8.9k 224.98
2020-12-31 $4.3M 19k 231.60
2020-09-30 $3.7M 23k 160.60
2020-06-30 $3.2M 23k 140.98
2020-03-31 $2.3M 20k 116.27
2019-12-31 $2.7M 18k 151.28
2019-09-30 $2.6M 18k 146.13
2019-06-30 $2.4M 16k 144.64
2019-03-31 $2.1M 17k 126.00
2018-12-31 $1.4M 13k 109.87
2018-06-30 $518k 4.0k 128.12
2018-03-31 $398k 4.1k 98.10
2017-12-31 $390k 4.0k 96.97
2017-09-30 $341k 4.0k 84.64
2017-06-30 $322k 4.1k 78.04
2017-03-31 $297k 3.8k 78.59
2016-12-31 $262k 3.6k 73.72
2016-09-30 $277k 3.5k 79.19
2016-06-30 $667k 8.2k 81.78
2016-03-31 $722k 8.2k 88.32
2015-12-31 $722k 9.0k 80.43
2015-09-30 $975k 12k 80.25
2015-06-30 $924k 12k 79.53
2015-03-31 $927k 12k 74.88

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Morningstar

Vanguard Group
BlackRock
Select Equity
Bank of America Corporation
Bamco
Massachusetts Financial Services
Kayne Anderson Rudnick Investment Management
Wellington Management Company
State Street Corporation
Daniel D. Thurber
T. Rowe Price Associates
Geode Capital Management
Millennium Management
Liontrust Investment Partners
FMR

View all funds holding Morningstar