Morningstar shares owned by Massachusetts Financial Services
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Massachusetts Financial Services
from 13F filings
Historical chart of Massachusetts Financial Services investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Massachusetts Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Massachusetts Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $384M | 1.2M | 319.12 |
2024-06-30 | $325M | 1.1M | 295.85 |
2024-03-31 | $338M | 1.1M | 308.37 |
2023-12-31 | $308M | 1.1M | 286.24 |
2023-09-30 | $236M | 1.0M | 234.24 |
2023-06-30 | $123M | 627k | 196.07 |
2023-03-31 | $129M | 635k | 203.03 |
2022-12-31 | $130M | 601k | 216.59 |
2022-09-30 | $103M | 486k | 212.32 |
2022-06-30 | $117M | 485k | 241.83 |
2022-03-31 | $119M | 435k | 273.17 |
2021-12-31 | $129M | 376k | 341.99 |
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