Ownership history in Premier Fund Managers Ltd · 8 quarters on record
This page tracks every 13F SEC filing in which Premier Fund Managers Ltd reported a position in MORNINGSTAR INC (MORN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 56,272 | -34,320 | -37.9% | 0.71% | $12.3M | $216.81 |
| 2025 Q3 | REDUCED | 90,592 | -110,215 | -54.9% | 0.87% | $21.2M | $231.01 |
| 2025 Q2 | ADDED | 200,807 | +30,739 | +18.1% | 2.29% | $62.9M | $312.10 |
| 2025 Q1 | ADDED | 170,068 | +20,068 | +13.4% | 1.88% | $50.3M | $297.66 |
| 2024 Q4 | ADDED | 150,000 | +122,950 | +454.5% | 1.81% | $50.7M | $333.82 |
| 2020 Q4 | REDUCED | 27,050 | -22,860 | -45.8% | 0.27% | $6.2M | $224.58 |
| 2020 Q3 | REDUCED | 49,910 | -18,980 | -27.6% | 0.46% | $8.0M | $155.29 |
| 2020 Q2 | INITIATED | 68,890 | — | — | 0.60% | $9.7M | $136.01 |
As of 2025 Q4 — sorted by position size