Current Value of Holding

$82.6M

Shares

449k

% of Portfolio

0.11%

Average Buy Price

$141

Avg closing price
Price range

52 Jim Simons Morningstar Trades

Jim Simons's position in Morningstar is currently worth $82.6M. That's 0.11% of their equity portfolio (192nd largest holding). The investor owns 1.19% of the outstanding Morningstar stock. The first Morningstar trade was made in Q2 2013. Since then Jim Simons bought shares 28 more times and sold shares on 23 occasions. The stake costed the investor $63.5M, netting the investor a gain of 30% so far.

Avg closing price
Price range
Increased shares by 38.6% (+125k shares) Q1 2026
Avg closing price $190.06
Price range $154.01 - $220.00
Sold 29.7% shares (-137k shares) Q4 2025
Avg closing price $216.53
Price range $207.40 - $228.23
Increased shares by 73.8% (+196k shares) Q3 2025
Avg closing price $267.17
Price range $231.72 - $311.89
Increased shares by 12.7% (+29.9k shares) Q2 2025
Avg closing price $296.00
Price range $255.31 - $313.93
Increased shares by 24.9% (+46.9k shares) Q1 2025
Avg closing price $315.36
Price range $282.49 - $334.73
Increased shares by 2.7% (+4.9k shares) Q4 2024
Avg closing price $341.58
Price range $312.85 - $358.78
Increased shares by 3.7% (+6.6k shares) Q3 2024
Avg closing price $310.65
Price range $295.85 - $326.31
Sold 5.2% shares (-9.63k shares) Q2 2024
Avg closing price $295.99
Price range $282.65 - $315.06
Sold 13.6% shares (-29.4k shares) Q1 2024
Avg closing price $288.05
Price range $272.04 - $310.74
Sold 18.5% shares (-48.9k shares) Q4 2023
Avg closing price $260.56
Price range $220.07 - $288.88
Sold 9.6% shares (-28k shares) Q3 2023
Avg closing price $225.76
Price range $194.00 - $255.43
Sold 6.0% shares (-18.8k shares) Q2 2023
Avg closing price $198.02
Price range $172.03 - $209.11
Sold 8.7% shares (-29.8k shares) Q1 2023
Avg closing price $219.87
Price range $181.22 - $256.64
Sold 7.5% shares (-27.7k shares) Q4 2022
Avg closing price $227.96
Price range $209.09 - $249.98
Sold 6.4% shares (-25.3k shares) Q3 2022
Avg closing price $237.81
Price range $209.97 - $260.00
Sold 5.1% shares (-21.2k shares) Q2 2022
Avg closing price $252.01
Price range $223.60 - $291.12
Increased shares by 1.1% (+4.67k shares) Q1 2022
Avg closing price $282.62
Price range $255.56 - $336.03
Sold 8.7% shares (-39.3k shares) Q4 2021
Avg closing price $309.54
Price range $255.01 - $346.61
Sold 5.3% shares (-25.4k shares) Q3 2021
Avg closing price $262.72
Price range $244.27 - $281.46
Sold 6.0% shares (-30.4k shares) Q2 2021
Avg closing price $242.63
Price range $231.00 - $265.21

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