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Morningstar shares owned by Roberts Glore & Co

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Roberts Glore & Co from 13F filings

Historical chart of Roberts Glore & Co investment in Morningstar

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All positions including Morningstar held by Roberts Glore & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Roberts Glore & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 610 336.76
2021-12-31 $250k 730 342.47
2021-09-30 $205k 790 259.49
2021-06-30 $203k 790 256.96