SEC 13F Intelligence

Atlanta Capital Management Co L L C / MORN

Atlanta Capital Management Co L L C’s Morningstar Inc Position

Does Atlanta Capital Management Co L L C own Morningstar Inc (MORN)? Yes1.03M shares worth $219M (+0.97% of its 13F portfolio) as of Q3 2022, up from 1.03M shares the prior filed quarter.

Position Value
$219M
Q3 2022
Shares
1.03M
% of Portfolio
+0.97%
Quarters Held
16
currently held

Position History MORN

Reported value by quarter
Q4 ’18: $210MQ4 ’18Q1 ’19: $238MQ2 ’19: $246MQ2 ’19Q3 ’19: $234MQ4 ’19: $237MQ4 ’19Q1 ’20: $185MQ2 ’20: $207MQ2 ’20Q3 ’20: $242MQ4 ’20: $307MQ4 ’20Q1 ’21: $252MQ2 ’21: $285MQ2 ’21Q3 ’21: $285MQ4 ’21: $347MQ4 ’21Q1 ’22: $280MQ2 ’22: $248MQ2 ’22Q3 ’22: $219Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20221.03M$219M+0.97%
Q2 20221.03M$248M+1.07%
Q1 20221.02M$280M+1.04%
Q4 20211.02M$347M+1.18%
Q3 20211.10M$285M+1.02%
Q2 20211.11M$285M+0.98%
Q1 20211.12M$252M+0.89%
Q4 20201.33M$307M+1.10%
Q3 20201.50M$242M+0.99%
Q2 20201.47M$207M+0.87%
Q1 20201.59M$185M+0.96%
Q4 20191.57M$237M+0.98%
Q3 20191.60M$234M+1.01%
Q2 20191.70M$246M+1.10%
Q1 20191.89M$238M+1.14%
Q4 20181.91M$210M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlanta Capital Management Co L L C’s full portfolio or all institutional holders of MORN.