Morningstar shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 81k | 308.37 |
| 2023-09-30 | $8.1M | 35k | 234.24 |
| 2023-06-30 | $3.3M | 17k | 196.07 |
| 2023-03-31 | $3.2M | 16k | 203.03 |
| 2022-12-31 | $3.3M | 15k | 216.59 |
| 2022-09-30 | $2.9M | 13k | 212.35 |
| 2022-06-30 | $3.1M | 13k | 241.82 |
| 2022-03-31 | $2.8M | 10k | 273.20 |
| 2021-12-31 | $3.7M | 11k | 341.96 |
| 2021-09-30 | $2.9M | 11k | 259.04 |
| 2021-06-30 | $2.7M | 11k | 257.14 |
| 2021-03-31 | $2.0M | 8.9k | 224.98 |
| 2020-12-31 | $4.3M | 19k | 231.60 |
| 2020-09-30 | $3.7M | 23k | 160.60 |
| 2020-06-30 | $3.2M | 23k | 140.98 |
| 2020-03-31 | $2.3M | 20k | 116.27 |
| 2019-12-31 | $2.7M | 18k | 151.28 |
| 2019-09-30 | $2.6M | 18k | 146.13 |
| 2019-06-30 | $2.4M | 16k | 144.64 |
| 2019-03-31 | $2.1M | 17k | 126.00 |
| 2018-12-31 | $1.4M | 13k | 109.87 |
| 2018-06-30 | $518k | 4.0k | 128.12 |
| 2018-03-31 | $398k | 4.1k | 98.10 |
| 2017-12-31 | $390k | 4.0k | 96.97 |
| 2017-09-30 | $341k | 4.0k | 84.64 |
| 2017-06-30 | $322k | 4.1k | 78.04 |
| 2017-03-31 | $297k | 3.8k | 78.59 |
| 2016-12-31 | $262k | 3.6k | 73.72 |
| 2016-09-30 | $277k | 3.5k | 79.19 |
| 2016-06-30 | $667k | 8.2k | 81.78 |
| 2016-03-31 | $722k | 8.2k | 88.32 |
| 2015-12-31 | $722k | 9.0k | 80.43 |
| 2015-09-30 | $975k | 12k | 80.25 |
| 2015-06-30 | $924k | 12k | 79.53 |
| 2015-03-31 | $927k | 12k | 74.88 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management