Morningstar shares owned by Gotham Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Gotham Asset Management
from 13F filings
Historical chart of Gotham Asset Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Gotham Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 24k | 232.01 |
| 2025-06-30 | $2.9M | 9.4k | 313.93 |
| 2025-03-31 | $1.2M | 4.1k | 299.87 |
| 2024-12-31 | $874k | 2.6k | 336.76 |
| 2024-09-30 | $2.1M | 6.6k | 319.12 |
| 2024-06-30 | $1.3M | 4.4k | 295.85 |
| 2024-03-31 | $1.9M | 6.3k | 308.37 |
| 2023-12-31 | $833k | 2.9k | 286.24 |
| 2022-03-31 | $252k | 924 | 272.73 |
| 2021-06-30 | $281k | 1.1k | 257.09 |
| 2021-03-31 | $371k | 1.6k | 225.26 |
| 2015-09-30 | $202k | 2.5k | 80.22 |
| 2014-12-31 | $4.1M | 63k | 64.72 |
| 2014-09-30 | $2.5M | 37k | 67.90 |
| 2014-06-30 | $2.8M | 39k | 71.82 |
| 2014-03-31 | $1.3M | 17k | 78.99 |
| 2013-12-31 | $2.3M | 30k | 78.08 |
| 2013-09-30 | $264k | 3.3k | 79.35 |
| 2013-06-30 | $229k | 3.0k | 77.60 |
| 2012-03-31 | $266k | 4.2k | 63.02 |