46 Ron Baron Morningstar Trades
Ron Baron's position in Morningstar is currently worth $333M. That's 0.92% of their equity portfolio (21st largest holding). The investor owns 3.01% of the outstanding Morningstar stock. The first Morningstar trade was made in Q1 2013. Since then Ron Baron bought shares five more times and sold shares on 40 occasions. The stake costed the investor $107M, netting the investor a gain of 211% so far.
Avg closing price
Price range
Sold 0.3% shares (-4.18k shares)
Q2 2025
Avg closing price
$296.00
Price range
$255.31
-
$313.93
Sold 0.4% shares (-5.65k shares)
Q1 2025
Avg closing price
$315.36
Price range
$282.49
-
$334.73
Sold 0.0% shares (-433 shares)
Q4 2024
Avg closing price
$341.58
Price range
$312.85
-
$358.78
Sold 0.1% shares (-1.35k shares)
Q3 2024
Avg closing price
$310.65
Price range
$295.85
-
$326.31
Sold 0.1% shares (-1.73k shares)
Q2 2024
Avg closing price
$295.99
Price range
$282.65
-
$315.06
Sold 1.0% shares (-13.8k shares)
Q1 2024
Avg closing price
$288.05
Price range
$272.04
-
$310.74
Sold 0.3% shares (-4.16k shares)
Q4 2023
Avg closing price
$260.56
Price range
$220.07
-
$288.88
Increased shares by 8.0% (+98.2k shares)
Q3 2023
Avg closing price
$225.76
Price range
$194.00
-
$255.43
Increased shares by 8.9% (+99.9k shares)
Q2 2023
Avg closing price
$198.02
Price range
$172.03
-
$209.11
Sold 0.4% shares (-5k shares)
Q1 2023
Avg closing price
$219.87
Price range
$181.22
-
$256.64
Sold 1.5% shares (-16.9k shares)
Q4 2022
Avg closing price
$227.96
Price range
$209.09
-
$249.98
Sold 0.4% shares (-5k shares)
Q3 2022
Avg closing price
$237.81
Price range
$209.97
-
$260.00
Sold 0.9% shares (-10k shares)
Q2 2022
Avg closing price
$252.01
Price range
$223.60
-
$291.12
Sold 3.6% shares (-43.5k shares)
Q1 2022
Avg closing price
$282.62
Price range
$255.56
-
$336.03
Sold 0.0% shares (-499 shares)
Q4 2021
Avg closing price
$309.54
Price range
$255.01
-
$346.61
Sold 0.5% shares (-5.79k shares)
Q3 2021
Avg closing price
$262.72
Price range
$244.27
-
$281.46
Sold 6.5% shares (-84.4k shares)
Q2 2021
Avg closing price
$242.63
Price range
$231.00
-
$265.21
Sold 2.9% shares (-38.2k shares)
Q1 2021
Avg closing price
$234.34
Price range
$216.45
-
$252.61
Sold 0.3% shares (-4.05k shares)
Q4 2020
Avg closing price
$198.64
Price range
$163.19
-
$231.57
Sold 0.5% shares (-7.28k shares)
Q3 2020
Avg closing price
$157.98
Price range
$146.02
-
$169.56
News about Morningstar Inc and Ron Baron
Will Morningstar (MORN) Grow Durably Over a Multi-Year Period?
Baron Funds, an investment management company, released its ¡°Baron Asset Fund¡± second quarter 2023 investor letter. A copy of the same can be downloaded here...