BARON GROWTH FUND MORN Holdings History

Number of Shares
920,000.00
Current Holdings Value*
$275.88 Mil
% of Portfolio
4.42%
Total Estimate Gain
$130.14 Mil
% of Total Estimate Gain
73.51%

BARON GROWTH FUND's Morningstar Inc Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 920,000.00 shares of Morningstar Inc(MORN), totaling $275.88 Mil. This investment constitutes 4.42% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 2.18% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2019Q3. In addition, there have been 11 sales at an average price of $227.30 for 230,000.00 shares. Based on historical transaction data and MORN's current price of $277.07, BARON GROWTH FUND's estimated gain on his MORN holdings is $130.14 Mil, reflecting a 73.51% gain to date.

BARON GROWTH FUND MORN ($277.07) Holding Chart

BARON GROWTH FUND MORN ($277.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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