Morningstar shares owned by Graham Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Graham Capital Management
from 13F filings
Historical chart of Graham Capital Management investment in Morningstar
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All positions including Morningstar held by Graham Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Graham Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $340k | 1.1k | 313.93 |
| 2025-03-31 | $1.9M | 6.2k | 299.87 |
| 2024-12-31 | $597k | 1.8k | 336.76 |
| 2024-03-31 | $625k | 2.0k | 308.37 |
| 2023-06-30 | $2.0M | 10k | 196.07 |
| 2023-03-31 | $1.6M | 7.9k | 203.03 |