Morningstar shares owned by Sepio Capital
Historical chart of Sepio Capital investment in Morningstar
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Quarterly reported holdings in Morningstar by Sepio Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $930k | 4.0k | 232.01 |
| 2025-06-30 | $1.3M | 4.0k | 313.93 |
| 2025-03-31 | $1.8M | 5.9k | 299.87 |
| 2024-12-31 | $2.0M | 5.9k | 336.76 |
| 2024-09-30 | $1.9M | 6.0k | 319.12 |
| 2024-06-30 | $1.8M | 6.0k | 295.87 |
| 2024-03-31 | $1.9M | 6.1k | 308.37 |
| 2023-12-31 | $1.8M | 6.1k | 286.24 |
| 2023-09-30 | $1.6M | 6.8k | 234.24 |
| 2023-06-30 | $1.3M | 6.8k | 196.07 |
| 2023-03-31 | $1.4M | 6.9k | 203.03 |
| 2022-12-31 | $1.1M | 5.1k | 216.59 |
| 2022-09-30 | $1.1M | 5.1k | 212.26 |
| 2022-06-30 | $1.2M | 5.1k | 241.84 |
| 2022-03-31 | $1.4M | 5.2k | 273.15 |
| 2021-12-31 | $2.1M | 6.2k | 342.01 |
| 2021-09-30 | $1.7M | 6.7k | 258.97 |
| 2021-06-30 | $1.8M | 6.8k | 257.17 |
| 2021-03-31 | $1.5M | 6.8k | 225.00 |
| 2020-12-31 | $1.5M | 6.7k | 231.59 |
| 2020-09-30 | $1.0M | 6.3k | 160.56 |
| 2020-06-30 | $736k | 5.2k | 140.89 |
| 2020-03-31 | $515k | 4.4k | 116.25 |
| 2019-12-31 | $675k | 4.5k | 151.31 |
| 2019-09-30 | $678k | 4.6k | 146.22 |
| 2019-06-30 | $629k | 4.4k | 144.53 |
| 2019-03-31 | $548k | 4.4k | 125.92 |
| 2018-12-31 | $534k | 4.9k | 109.92 |