Morningstar shares owned by Ubs Global Asset Management Americas
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Ubs Global Asset Management Americas
from 13F filings
Historical chart of Ubs Global Asset Management Americas investment in Morningstar
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Quarterly reported holdings in Morningstar by Ubs Global Asset Management Americas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 75k | 232.00 |
| 2025-06-30 | $41M | 131k | 313.93 |
| 2025-03-31 | $33M | 109k | 299.87 |
| 2024-12-31 | $33M | 98k | 336.76 |
| 2024-09-30 | $28M | 89k | 319.12 |
| 2024-06-30 | $24M | 83k | 295.85 |
| 2024-03-31 | $16M | 51k | 308.37 |
| 2023-12-31 | $13M | 47k | 286.24 |
| 2023-09-30 | $10M | 44k | 234.24 |
| 2023-06-30 | $8.8M | 43k | 203.03 |
| 2023-03-31 | $8.8M | 43k | 203.03 |
| 2022-12-31 | $9.0M | 42k | 216.59 |
| 2022-09-30 | $9.2M | 44k | 212.32 |
| 2022-06-30 | $10M | 43k | 241.83 |
| 2022-03-31 | $12M | 44k | 273.17 |
| 2021-12-31 | $15M | 43k | 341.99 |
| 2021-09-30 | $11M | 42k | 259.03 |
| 2021-06-30 | $11M | 41k | 257.11 |
| 2021-03-31 | $8.8M | 39k | 225.04 |
| 2020-12-31 | $4.7M | 29k | 160.61 |
| 2020-09-30 | $4.7M | 29k | 160.61 |
| 2020-06-30 | $4.2M | 30k | 140.97 |
| 2020-03-31 | $3.5M | 30k | 116.25 |
| 2019-12-31 | $4.0M | 27k | 151.31 |
| 2019-09-30 | $3.7M | 25k | 146.14 |
| 2019-06-30 | $3.3M | 23k | 144.64 |
| 2019-03-31 | $2.9M | 23k | 125.99 |
| 2018-12-31 | $2.1M | 19k | 109.84 |
| 2018-09-30 | $3.0M | 24k | 125.90 |
| 2018-06-30 | $3.0M | 23k | 128.25 |
| 2018-03-31 | $1.9M | 20k | 95.52 |
| 2017-12-31 | $1.9M | 19k | 96.97 |
| 2017-09-30 | $1.2M | 14k | 84.99 |
| 2017-06-30 | $938k | 12k | 78.34 |
| 2017-03-31 | $723k | 9.2k | 78.60 |
| 2016-12-31 | $3.8M | 52k | 73.55 |
| 2016-09-30 | $8.3M | 105k | 79.27 |
| 2016-06-30 | $2.8M | 34k | 81.79 |
| 2016-03-31 | $1.3M | 15k | 88.26 |
| 2015-12-31 | $1.3M | 17k | 80.43 |
| 2015-09-30 | $1.2M | 15k | 80.29 |
| 2015-06-30 | $970k | 12k | 79.57 |
| 2015-03-31 | $853k | 11k | 74.88 |
| 2014-12-31 | $518k | 8.0k | 64.75 |
| 2014-09-30 | $746k | 11k | 67.88 |
| 2014-06-30 | $789k | 11k | 71.75 |
| 2014-03-31 | $868k | 11k | 79.00 |
| 2013-12-31 | $859k | 11k | 78.12 |
| 2013-09-30 | $863k | 11k | 79.24 |
| 2013-06-30 | $736k | 9.5k | 77.54 |
More positions owned by Ubs Global Asset Management Americas
View all positions for Ubs Global Asset Management Americas