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Morningstar shares owned by Stonegate Investment Group

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Stonegate Investment Group from 13F filings

Historical chart of Stonegate Investment Group investment in Morningstar

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All positions including Morningstar held by Stonegate Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $244k 764 319.12
2024-06-30 $226k 764 295.85
2021-12-31 $222k 650 341.54