Morningstar shares owned by Mechanics Bank Trust Department / The Mechanics Bank
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mechanics Bank Trust Department / The Mechanics Bank
from 13F filings
Historical chart of Mechanics Bank Trust Department / The Mechanics Bank investment in Morningstar
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All positions including Morningstar held by Mechanics Bank Trust Department / The Mechanics Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Mechanics Bank Trust Department / The Mechanics Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 925 | 232.01 |
| 2025-06-30 | $298k | 949 | 313.93 |
| 2025-03-31 | $286k | 955 | 299.87 |
| 2024-12-31 | $354k | 1.1k | 336.76 |
| 2024-09-30 | $334k | 1.0k | 319.12 |
| 2024-06-30 | $310k | 1.0k | 295.85 |
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