Morningstar shares owned by Polen Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Polen Capital Management
from 13F filings
Historical chart of Polen Capital Management investment in Morningstar
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All positions including Morningstar held by Polen Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Polen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 9.3k | 308.37 |
| 2023-12-31 | $3.9M | 14k | 286.24 |
| 2023-09-30 | $3.3M | 14k | 234.24 |
| 2023-06-30 | $1.1M | 5.6k | 196.07 |