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Morningstar shares owned by Select Equity

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Select Equity from 13F filings

Historical chart of Select Equity investment in Morningstar

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All positions including Morningstar held by Select Equity consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Select Equity

Quarter filed Position value Share count Share price at filing
2023-12-31 $854M 3.0M 286.24
2023-09-30 $843M 3.6M 234.24
2023-06-30 $772M 3.9M 196.07
2023-03-31 $792M 3.9M 203.03
2022-12-31 $855M 3.9M 216.59
2022-09-30 $850M 4.0M 212.32
2022-06-30 $991M 4.1M 241.83
2022-03-31 $1.1B 4.1M 273.17
2021-12-31 $1.7B 4.9M 341.99
2021-09-30 $1.1B 4.2M 259.03
2021-06-30 $935M 3.6M 257.11
2021-03-31 $691M 3.1M 225.04
2020-12-31 $518M 2.2M 231.57
2020-09-30 $92M 575k 160.61
2020-06-30 $67M 478k 140.97
2020-03-31 $54M 461k 116.25
2019-12-31 $36M 235k 151.31
2019-09-30 $21M 142k 146.14
2019-06-30 $19M 133k 144.64