Ron Baron's Morningstar Inc Holding Summary
As of 2025-03-31, Baron Funds held 1.30 Mil shares of Morningstar Inc(MORN), totaling $389.68 Mil. This investment constitutes 1.14% of their stock portfolio, and Baron Funds now holds 3.08% of the outstanding Morningstar Inc(MORN) stock.
The initial trade took place in 2009Q1. And since then Ron Baron has made 13 purchases of MORN, at an average price of $46.57, for a total of 3.32 Mil shares. In addition, there have been 47 sales at an average price of $91.03 for 2.02 Mil shares. Based on historical transaction data and MORN's current price of $313.01, Ron Baron's estimated gain on his MORN holdings is $436.27 Mil, reflecting a 281.83% gain to date.
Ron Baron MORN ($313.01) Holding Chart
Ron Baron MORN ($313.01) 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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