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Ray Dalio's Morningstar, Inc. (MORN) position

Not anymore: Ray Dalio fully exited MORN in Q1 2023. The position peaked at $721K in Q2 2022.
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Value at exit
$491K
Shares at exit
2K
Est. average buy price (i)
$266.11
Quarter-end price
$216.59

Estimated trade prices

Average price in quarters with purchases
$270.02
Average prices in quarters with sales
  • Q3 2022: $237.81 (1K shares sold)

MORN price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$100$200$40020222023202420252026New position of 2K shares · Q1 2022. Average closing price $282.62 · Price range $255.56–$336.032KsharespurchasedAdded 522 shares (21.2%) · Q2 2022. Average closing price $252.01 · Price range $223.60–$291.12522sharespurchasedSold 1K shares (41.1%) · Q3 2022. Average closing price $237.81 · Price range $209.97–$260.001KsharessoldAdded 513 shares (29.2%) · Q4 2022. Average closing price $227.96 · Price range $209.09–$249.98513sharespurchased
Average closing price · filing quarter
$227.96
Price range · filing quarter
$209.09 – $249.98
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2023 Exited −2K −$499K −100.0% 0 May 12, 2023
Q4 2022 Added +513 +$117K +29.2% 2K Feb 13, 2023
Q3 2022 Reduced −1K −$292K −41.1% 2K Nov 10, 2022
Q2 2022 Added +522 +$132K +21.2% 3K Aug 11, 2022
Q1 2022 New +2K +$695K – 2K May 13, 2022
Data through Q1 2023 · filed May 12, 2023
5 grouped rows from 5 quarters

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Common questions

Does Ray Dalio own MORN?

Not currently. Ray Dalio fully exited MORN in Q1 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy MORN?

Ray Dalio first disclosed a MORN position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ray Dalio sell MORN?

Yes. Ray Dalio reduced and then fully exited MORN by Q1 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of MORN does Ray Dalio own?

None as of the latest filing: Ray Dalio has exited MORN. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for MORN?

Ray Dalio's estimated average buy price for MORN is $266.11, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.