Morningstar shares owned by Oak Thistle
Historical chart of Oak Thistle investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Oak Thistle consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Oak Thistle
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $360k | 1.2k | 299.87 |
| 2024-12-31 | $1.4M | 4.3k | 336.76 |
| 2024-09-30 | $463k | 1.5k | 319.12 |
| 2023-06-30 | $654k | 3.3k | 196.07 |
| 2022-03-31 | $703k | 2.6k | 273.36 |