Morningstar shares owned by Planning Alternatives
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $719k | 2.3k | 319.12 |
| 2024-06-30 | $652k | 2.2k | 295.85 |
| 2024-03-31 | $680k | 2.2k | 308.37 |
| 2023-12-31 | $631k | 2.2k | 286.24 |
| 2023-09-30 | $517k | 2.2k | 234.24 |
| 2023-06-30 | $432k | 2.2k | 196.07 |
| 2023-03-31 | $461k | 2.3k | 203.03 |
| 2022-12-31 | $492k | 2.3k | 216.59 |
| 2022-09-30 | $482k | 2.3k | 212.33 |
| 2022-06-30 | $549k | 2.3k | 241.85 |