40 Ron Baron Morningstar Trades
Ron Baron's position in Morningstar is currently worth $395 Million. That's 1.07% of their equity portfolio (22nd largest holding). The investor owns 3.09% 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 34 occasions. The stake costed the investor $109 Million, netting the investor a gain of 261% so far.
Avg closing price
Price range
Sold 0.3% shares (-4.16 Thousand shares)
Q4 2023
Avg closing price
$260.56
Price range
$220.07
-
$288.88
Increased shares by 8.0% (+98.2 Thousand shares)
Q3 2023
Avg closing price
$225.76
Price range
$194.00
-
$255.43
Increased shares by 8.9% (+99.9 Thousand shares)
Q2 2023
Avg closing price
$198.02
Price range
$172.03
-
$209.11
Sold 0.4% shares (-5 Thousand shares)
Q1 2023
Avg closing price
$219.87
Price range
$181.22
-
$256.64
Sold 1.5% shares (-16.9 Thousand shares)
Q4 2022
Avg closing price
$227.96
Price range
$209.09
-
$249.98
Sold 0.4% shares (-5 Thousand shares)
Q3 2022
Avg closing price
$237.81
Price range
$209.97
-
$260.00
Sold 0.9% shares (-10 Thousand shares)
Q2 2022
Avg closing price
$252.01
Price range
$223.60
-
$291.12
Sold 3.6% shares (-43.5 Thousand 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 (-5.79 Thousand shares)
Q3 2021
Avg closing price
$262.72
Price range
$244.27
-
$281.46
Sold 6.5% shares (-84.4 Thousand shares)
Q2 2021
Avg closing price
$242.63
Price range
$231.00
-
$265.21
Sold 2.9% shares (-38.2 Thousand shares)
Q1 2021
Avg closing price
$234.34
Price range
$216.45
-
$252.61
Sold 0.3% shares (-4.05 Thousand shares)
Q4 2020
Avg closing price
$198.64
Price range
$163.19
-
$231.57
Sold 0.5% shares (-7.28 Thousand shares)
Q3 2020
Avg closing price
$157.98
Price range
$146.02
-
$169.56
Sold 1.1% shares (-15.1 Thousand shares)
Q2 2020
Avg closing price
$141.17
Price range
$110.60
-
$155.96
Sold 2.2% shares (-30.8 Thousand shares)
Q1 2020
Avg closing price
$144.90
Price range
$107.02
-
$165.72
Sold 4.2% shares (-60.6 Thousand shares)
Q4 2019
Avg closing price
$153.53
Price range
$143.18
-
$162.37
Sold 0.1% shares (-1.58 Thousand shares)
Q3 2019
Avg closing price
$153.95
Price range
$144.99
-
$161.58
Sold 0.0% shares (-41 shares)
Q1 2019
Avg closing price
$120.22
Price range
$107.77
-
$127.22
Sold 0.0% shares (-285 shares)
Q4 2018
Avg closing price
$117.21
Price range
$105.50
-
$130.70
