Morningstar shares owned by Y-Intercept
Historical chart of Y-Intercept investment in Morningstar
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All positions including Morningstar held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Y-Intercept
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 12k | 232.01 |
| 2025-06-30 | $3.2M | 10k | 313.93 |
| 2025-03-31 | $524k | 1.7k | 299.87 |
| 2024-03-31 | $566k | 1.8k | 308.37 |
| 2022-09-30 | $410k | 1.9k | 212.32 |
| 2021-09-30 | $250k | 967 | 258.53 |
| 2021-03-31 | $231k | 1.0k | 227.59 |