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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

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All positions including Morningstar held by Yousif Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Yousif Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 12k 308.37
2023-12-31 $3.5M 12k 286.24
2023-09-30 $2.9M 12k 234.24