Morningstar shares owned by Winton Capital
Historical chart of Winton Capital investment in Morningstar
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All positions including Morningstar held by Winton Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Winton Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.5M | 30k | 217.31 |
| 2025-06-30 | $1.6M | 5.1k | 313.93 |
| 2021-09-30 | $1.0M | 3.9k | 259.05 |
| 2021-06-30 | $1.3M | 4.9k | 257.07 |
| 2021-03-31 | $1.1M | 4.9k | 225.13 |
| 2020-12-31 | $1.0M | 4.4k | 231.63 |
| 2020-09-30 | $1.4M | 8.6k | 160.59 |
| 2020-06-30 | $418k | 3.0k | 140.88 |
| 2020-03-31 | $2.2M | 19k | 116.24 |
| 2019-12-31 | $3.1M | 20k | 151.30 |
| 2019-09-30 | $4.1M | 28k | 146.13 |
| 2019-06-30 | $1.1M | 7.7k | 144.69 |
| 2019-03-31 | $1.6M | 12k | 125.97 |
| 2018-12-31 | $566k | 5.2k | 109.88 |
| 2018-09-30 | $659k | 5.2k | 125.86 |