Ray Dalio
MORN icon

Ray Dalio’s Morningstar MORN Stock Holding History

Ray Dalio’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,269
Closed -$491K – 828
2022
Q4 		$491K Buy
2,269
+513
+29% +$117K ﹤0.01% 723
2022
Q3 		$373K Sell
1,756
-1,226
-41% -$292K ﹤0.01% 806
2022
Q2 		$721K Buy
2,982
+522
+21% +$132K ﹤0.01% 853
2022
Q1 		$672K Buy
+2,460
New +$695K ﹤0.01% 857
2019
Q4 		– Sell
-2,297
Closed -$336K – 545
2019
Q3 		$336K Buy
+2,297
New +$354K ﹤0.01% 297
2019
Q1 		– Sell
-12,848
Closed -$1.41M – 433
2018
Q4 		$1.41M Buy
12,848
+11,070
+623% +$1.3M 0.01% 291
2018
Q3 		$224K Sell
1,778
-3,281
-65% -$442K ﹤0.01% 344
2018
Q2 		$649K Sell
5,059
-6,344
-56% -$725K 0.01% 295
2018
Q1 		$1.09M Buy
+11,403
New +$1.1M 0.01% 257

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ray Dalio's MORN Position: Q1 2023 in Review

Ray Dalio sold out of Morningstar (MORN) in Q1 2023, closing a stake of 2,269 shares — an estimated $491K sold.

Ray Dalio first reported a position in MORN in Q1 2018 and held it in 9 quarters. The position peaked at $1.41M in Q4 2018. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Ray Dalio reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 2,269 Morningstar shares in Q1 2023, an estimated $491K.
  • Ray Dalio first reported a position in Morningstar in Q1 2018 and held it in 9 quarters.
  • Ray Dalio's Morningstar position peaked at $1.41M in Q4 2018.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.