Morningstar shares owned by Globeflex Capital
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Globeflex Capital
from 13F filings
Historical chart of Globeflex Capital investment in Morningstar
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All positions including Morningstar held by Globeflex Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Globeflex Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 8.8k | 319.12 |
| 2021-03-31 | $596k | 2.7k | 224.91 |
| 2020-12-31 | $591k | 2.6k | 231.76 |
| 2017-03-31 | $802k | 10k | 78.63 |
| 2016-12-31 | $750k | 10k | 73.53 |
| 2016-09-30 | $809k | 10k | 79.31 |
| 2016-06-30 | $834k | 10k | 81.76 |
| 2016-03-31 | $900k | 10k | 88.24 |
| 2015-12-31 | $820k | 10k | 80.39 |
| 2013-12-31 | $187k | 2.4k | 77.92 |