Morningstar shares owned by Martin Capital Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Martin Capital Advisors
from 13F filings
Historical chart of Martin Capital Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Martin Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 4.5k | 319.12 |
| 2024-06-30 | $1.3M | 4.4k | 295.85 |
| 2024-03-31 | $1.3M | 4.4k | 308.37 |
| 2023-12-31 | $1.2M | 4.4k | 286.24 |
| 2023-09-30 | $1.0M | 4.3k | 234.24 |
| 2023-06-30 | $800k | 4.1k | 196.07 |
| 2023-03-31 | $828k | 4.1k | 203.03 |
| 2022-12-31 | $961k | 4.4k | 216.59 |
| 2022-09-30 | $846k | 4.0k | 212.35 |
| 2022-06-30 | $1.1M | 4.7k | 241.87 |
| 2022-03-31 | $1.3M | 4.7k | 273.13 |
| 2021-12-31 | $1.6M | 4.7k | 341.99 |