Morningstar shares owned by Spears Abacus Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Spears Abacus Advisors
from 13F filings
Historical chart of Spears Abacus Advisors investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Spears Abacus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Spears Abacus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $252k | 790 | 319.12 |
| 2024-06-30 | $234k | 790 | 295.85 |
| 2024-03-31 | $246k | 796 | 308.37 |
| 2022-06-30 | $201k | 830 | 242.17 |
| 2022-03-31 | $229k | 839 | 272.94 |
| 2021-12-31 | $303k | 886 | 341.99 |
| 2021-09-30 | $416k | 1.6k | 259.03 |
| 2021-06-30 | $413k | 1.6k | 257.16 |
| 2021-03-31 | $361k | 1.6k | 224.78 |
| 2020-12-31 | $459k | 2.0k | 231.58 |
| 2020-09-30 | $331k | 2.1k | 160.84 |
| 2020-06-30 | $231k | 1.6k | 141.11 |