Morningstar shares owned by Heartland Bank & Trust
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Heartland Bank & Trust
from 13F filings
Historical chart of Heartland Bank & Trust investment in Morningstar
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All positions including Morningstar held by Heartland Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Heartland Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $324k | 1.1k | 286.24 |
| 2023-09-30 | $265k | 1.1k | 234.24 |
| 2023-06-30 | $222k | 1.1k | 196.07 |
| 2023-03-31 | $229k | 1.1k | 203.03 |
| 2022-12-31 | $245k | 1.1k | 216.59 |
| 2022-09-30 | $240k | 1.1k | 212.39 |
| 2022-06-30 | $273k | 1.1k | 241.59 |
| 2022-03-31 | $309k | 1.1k | 273.45 |
| 2021-12-31 | $386k | 1.1k | 341.59 |
| 2021-09-30 | $293k | 1.1k | 259.29 |
| 2021-06-30 | $291k | 1.1k | 257.52 |
| 2021-03-31 | $254k | 1.1k | 224.78 |
| 2020-12-31 | $262k | 1.1k | 231.86 |