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Morningstar shares owned by TrueNorth

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

Historical chart of TrueNorth investment in Morningstar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morningstar by TrueNorth

Quarter filed Position value Share count Share price at filing
2023-09-30 $47k 200 234.24
2023-06-30 $39k 200 196.07
2023-03-31 $41k 200 203.03
2022-12-31 $43k 200 216.59
2022-09-30 $42k 200 210.00
2022-06-30 $48k 200 240.00

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

Top funds holding Morningstar

Vanguard Group
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Select Equity
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Kayne Anderson Rudnick Investment Management
State Street Corporation
Geode Capital Management
Wellington Management Company
AQR Capital Management
Renaissance Technologies
Dimensional Fund Advisors
Liontrust Investment Partners
Daniel D. Thurber
Massachusetts Financial Services
Jpmorgan Chase & Co

View all funds holding Morningstar