Select Equity Group — MORN Trade History
Quarter-by-quarter changes in the MORNINGSTAR INC position · CUSIP 617700109
Sold outFirst seen: 2019 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Sold out | — | -637,723 | -100.0% | — | — |
| 2026 Q1 | 2026-05-15 | Reduce | 637,723 | -884,769 | -58.1% | $107.8M | 0.55% |
| 2025 Q4 | 2026-02-17 | Reduce | 1,522,492 | -581,210 | -27.6% | $330.9M | 1.43% |
| 2025 Q3 | 2025-11-14 | Add | 2,103,702 | 990,401 | +89.0% | $488.1M | 2.01% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,113,301 | -59,266 | -5.1% | $349.5M | 1.47% |
| 2025 Q1 | 2025-05-15 | Reduce | 1,172,567 | -201,868 | -14.7% | $351.6M | 1.52% |
| 2024 Q4 | 2025-02-14 | Reduce | 1,374,435 | -384,886 | -21.9% | $462.9M | 1.84% |
| 2024 Q3 | 2024-11-14 | Reduce | 1,759,321 | -675,017 | -27.7% | $561.4M | 2.02% |
| 2024 Q2 | 2024-08-14 | Reduce | 2,434,338 | -160,556 | -6.2% | $720.2M | 2.83% |
| 2024 Q1 | 2024-05-15 | Reduce | 2,594,894 | -389,133 | -13.0% | $800.2M | 2.83% |
| 2023 Q4 | 2024-02-14 | Reduce | 2,984,027 | -614,881 | -17.1% | $854.1M | 3.04% |
| 2023 Q3 | 2023-11-14 | Reduce | 3,598,908 | -338,726 | -8.6% | $843.0M | 3.45% |
| 2023 Q2 | 2023-08-14 | New | 3,937,634 | 3,937,634 | — | $772.1M | 2.87% |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.