Morningstar shares owned by Pekin, Singer Strauss Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Pekin, Singer Strauss Asset Management
from 13F filings
Historical chart of Pekin, Singer Strauss Asset Management investment in Morningstar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $351k | 1.2k | 286.24 |
2023-09-30 | $287k | 1.2k | 234.24 |
2023-06-30 | $368k | 1.9k | 196.05 |
2023-03-31 | $381k | 1.9k | 203.08 |
2022-12-31 | $406k | 1.9k | 216.64 |
2022-09-30 | $398k | 1.9k | 212.27 |
2022-06-30 | $435k | 1.8k | 241.80 |
2022-03-31 | $473k | 1.7k | 273.25 |
2021-12-31 | $592k | 1.7k | 342.20 |
2021-09-30 | $448k | 1.7k | 259.11 |
2021-06-30 | $486k | 1.9k | 257.14 |
2021-03-31 | $425k | 1.9k | 224.99 |
2020-12-31 | $437k | 1.9k | 231.46 |
2020-09-30 | $334k | 2.1k | 160.42 |
2020-06-30 | $293k | 2.1k | 140.80 |
2020-03-31 | $237k | 2.0k | 116.40 |
2019-12-31 | $383k | 2.5k | 151.14 |
2019-09-30 | $364k | 2.5k | 146.30 |
2019-06-30 | $360k | 2.5k | 144.75 |
2019-03-31 | $302k | 2.4k | 125.83 |
2018-12-31 | $291k | 2.6k | 109.85 |
2018-09-30 | $339k | 2.7k | 125.84 |
2018-06-30 | $369k | 2.9k | 128.21 |
2018-03-31 | $266k | 2.8k | 95.41 |
2017-12-31 | $382k | 3.9k | 97.03 |
2017-09-30 | $324k | 3.8k | 84.99 |
2017-06-30 | $277k | 3.5k | 78.34 |
2017-03-31 | $278k | 3.5k | 78.64 |
2016-12-31 | $260k | 3.5k | 73.57 |
2016-09-30 | $280k | 3.5k | 79.23 |
2016-06-30 | $289k | 3.5k | 81.80 |
2016-03-31 | $332k | 3.8k | 88.39 |
2015-12-31 | $312k | 3.9k | 80.50 |
2015-09-30 | $315k | 3.9k | 80.38 |
2015-06-30 | $312k | 3.9k | 79.61 |
2015-03-31 | $287k | 3.8k | 74.92 |
2014-12-31 | $270k | 4.2k | 64.64 |
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