Ownership history in SIMON QUICK ADVISORS, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC 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 Q3 | REDUCED | 2,579 | -1,493 | -36.7% | 0.03% | $598K | $231.01 |
| 2025 Q2 | ADDED | 4,072 | +517 | +14.5% | 0.05% | $1.3M | $312.10 |
| 2025 Q1 | ADDED | 3,555 | +215 | +6.4% | 0.06% | $1.1M | $297.66 |
| 2024 Q4 | REDUCED | 3,340 | -22 | -0.7% | 0.07% | $1.1M | $333.82 |
| 2024 Q3 | REDUCED | 3,362 | -544 | -13.9% | 0.07% | $1.1M | $315.93 |
| 2024 Q2 | ADDED | 3,906 | +1,372 | +54.1% | 0.08% | $1.2M | $292.50 |
| 2024 Q1 | UNCHANGED | 2,534 | — | 0% | 0.06% | $781K | $304.47 |
| 2023 Q4 | REDUCED | 2,534 | -780 | -23.5% | 0.06% | $725K | $282.20 |
| 2023 Q3 | ADDED | 3,314 | +880 | +36.2% | 0.07% | $776K | $230.56 |
| 2023 Q2 | REDUCED | 2,434 | -352 | -12.6% | 0.04% | $477K | $192.61 |
As of 2025 Q4 — sorted by position size