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Morningstar shares owned by Duality Advisers

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

Historical chart of Duality Advisers investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Duality Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 11k 308.37
2023-12-31 $4.1M 14k 286.24
2023-03-31 $528k 2.6k 203.03
2022-12-31 $1.1M 5.1k 216.59
2022-09-30 $1.6M 7.5k 212.29
2022-06-30 $2.5M 10k 241.79