Morningstar shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 13k | 232.01 |
| 2025-06-30 | $3.5M | 11k | 313.93 |
| 2025-03-31 | $3.4M | 11k | 299.87 |
| 2024-12-31 | $3.9M | 12k | 336.76 |
| 2024-09-30 | $4.9M | 15k | 319.12 |
| 2024-06-30 | $6.0M | 20k | 295.85 |
| 2024-03-31 | $6.3M | 21k | 308.37 |
| 2023-12-31 | $6.4M | 22k | 286.24 |
| 2023-09-30 | $7.0M | 30k | 234.24 |
| 2023-06-30 | $6.8M | 35k | 196.07 |
| 2023-03-31 | $6.1M | 30k | 203.03 |
| 2022-12-31 | $6.5M | 30k | 216.59 |
| 2022-09-30 | $6.4M | 30k | 212.33 |
| 2022-06-30 | $7.2M | 30k | 241.82 |
| 2022-03-31 | $7.5M | 28k | 273.18 |
| 2021-12-31 | $8.7M | 25k | 341.98 |
| 2021-09-30 | $6.5M | 25k | 259.04 |
| 2021-06-30 | $5.0M | 20k | 257.09 |
| 2021-03-31 | $4.0M | 18k | 225.05 |
| 2020-12-31 | $2.5M | 11k | 231.60 |