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Morningstar shares owned by O'Dell Group

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by O'Dell Group from 13F filings

Historical chart of O'Dell Group investment in Morningstar

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All positions including Morningstar held by O'Dell Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by O'Dell Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 166 286.24
2023-06-30 $33k 166 196.07
2022-09-30 $35k 166 210.84
2022-06-30 $40k 166 240.96
2022-03-31 $45k 166 271.08

More positions owned by O'Dell Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Apple (AAPL)
First Tr Exchange Traded Consumr Discre (FXD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Futre Strat Fd (WTMF)
JPMorgan Chase & Co. (JPM)

View all positions for O'Dell Group

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