Morningstar shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Morningstar
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Quarterly reported holdings in Morningstar by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $109M | 645k | 169.05 |
| 2025-12-31 | $24k | 111 | 214.43 |
| 2022-03-31 | $201k | 736 | 273.10 |
| 2021-12-31 | $711k | 2.1k | 342.16 |
| 2021-09-30 | $575k | 2.2k | 259.13 |
| 2021-06-30 | $593k | 2.3k | 257.16 |
| 2021-03-31 | $394k | 1.8k | 225.14 |
| 2020-12-31 | $405k | 1.8k | 231.43 |
| 2020-09-30 | $281k | 1.8k | 160.57 |
| 2012-06-30 | $3.1M | 53k | 57.84 |
| 2012-03-31 | $4.2M | 67k | 63.05 |
| 2011-12-31 | $4.1M | 69k | 59.45 |
| 2011-09-30 | $858k | 15k | 56.44 |
| 2010-12-31 | $1.9M | 35k | 53.07 |