Morningstar shares owned by Yousif Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Yousif Capital Management
from 13F filings
Historical chart of Yousif Capital Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Yousif Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Yousif Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.7k | 232.01 |
| 2025-06-30 | $2.8M | 9.0k | 313.93 |
| 2025-03-31 | $2.8M | 9.3k | 299.87 |
| 2024-12-31 | $3.2M | 9.5k | 336.76 |
| 2024-09-30 | $3.2M | 9.9k | 319.12 |
| 2024-06-30 | $3.2M | 11k | 295.85 |
| 2024-03-31 | $3.7M | 12k | 308.37 |
| 2023-12-31 | $3.5M | 12k | 286.24 |
| 2023-09-30 | $2.9M | 12k | 234.24 |