Morningstar shares owned by Fisher Investments
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Fisher Investments
from 13F filings
Historical chart of Fisher Investments investment in Morningstar
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Quarterly reported holdings in Morningstar by Fisher Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 21k | 319.12 |
| 2024-06-30 | $5.9M | 20k | 295.85 |
| 2024-03-31 | $6.2M | 20k | 308.37 |
| 2023-12-31 | $6.5M | 23k | 286.24 |
| 2023-09-30 | $6.7M | 29k | 234.24 |
| 2023-06-30 | $5.6M | 29k | 196.07 |
| 2023-03-31 | $5.1M | 25k | 203.04 |
| 2022-12-31 | $5.5M | 25k | 216.59 |
| 2022-09-30 | $6.1M | 29k | 212.31 |
| 2022-06-30 | $6.7M | 28k | 241.83 |
| 2022-03-31 | $5.7M | 21k | 273.16 |
| 2021-12-31 | $6.3M | 19k | 341.97 |
| 2021-09-30 | $6.3M | 24k | 259.01 |
| 2021-06-30 | $6.3M | 24k | 257.12 |
| 2021-03-31 | $5.5M | 24k | 225.06 |
| 2020-12-31 | $5.6M | 24k | 231.57 |
| 2020-09-30 | $4.2M | 26k | 160.61 |
| 2020-06-30 | $3.7M | 26k | 140.96 |
| 2020-03-31 | $2.9M | 25k | 116.25 |
| 2019-12-31 | $3.5M | 23k | 151.29 |
| 2019-09-30 | $6.5M | 44k | 146.15 |
| 2019-06-30 | $5.6M | 39k | 144.64 |
| 2019-03-31 | $3.7M | 29k | 125.98 |
| 2018-12-31 | $3.2M | 29k | 109.85 |
| 2018-09-30 | $3.7M | 29k | 125.88 |
| 2018-06-30 | $5.3M | 42k | 128.25 |
| 2018-03-31 | $6.8M | 72k | 95.52 |
| 2017-12-31 | $3.7M | 38k | 96.96 |
| 2017-09-30 | $3.2M | 38k | 84.99 |
More positions owned by Fisher Investments
Home Depot (HD)
View all positions for Fisher Investments