Current Value of Holding

$6.71 Million

Shares

22 Thousand

% of Portfolio

0.00%

Average Buy Price

$133

Avg closing price
Price range

26 Ken Fisher Morningstar Trades

Ken Fisher's position in Morningstar is currently worth $6.71 Million. That's 0.00% of their equity portfolio (449th largest holding). The first Morningstar trade was made in Q3 2017. Since then Ken Fisher bought shares seventeen more times and sold shares on eight occasions. The stake costed the investor $2.92 Million, netting the investor a gain of 130% so far.

Avg closing price
Price range
Increased shares by 3.1% (+659 shares) Q4 2024
Avg closing price $341.58
Price range $312.85 - $358.78
Increased shares by 6.7% (+1.33 Thousand shares) Q3 2024
Avg closing price $310.65
Price range $295.85 - $326.31
Increased shares by 0.1% (+15 shares) Q2 2024
Avg closing price $295.99
Price range $282.65 - $315.06
Sold 12.9% shares (-2.96 Thousand shares) Q1 2024
Avg closing price $288.05
Price range $272.04 - $310.74
Sold 19.3% shares (-5.51 Thousand shares) Q4 2023
Avg closing price $260.56
Price range $220.07 - $288.88
Increased shares by 10.3% (+2.66 Thousand shares) Q2 2023
Avg closing price $198.02
Price range $172.03 - $209.11
Increased shares by 1.6% (+417 shares) Q1 2023
Avg closing price $219.87
Price range $181.22 - $256.64
Sold 12.0% shares (-3.46 Thousand shares) Q4 2022
Avg closing price $227.96
Price range $209.09 - $249.98
Increased shares by 4.6% (+1.28 Thousand shares) Q3 2022
Avg closing price $237.81
Price range $209.97 - $260.00
Increased shares by 32.4% (+6.75 Thousand shares) Q2 2022
Avg closing price $252.01
Price range $223.60 - $291.12
Increased shares by 12.1% (+2.25 Thousand shares) Q1 2022
Avg closing price $282.62
Price range $255.56 - $336.03
Sold 23.8% shares (-5.8 Thousand shares) Q4 2021
Avg closing price $309.54
Price range $255.01 - $346.61
Increased shares by 0.5% (+115 shares) Q2 2021
Avg closing price $242.63
Price range $231.00 - $265.21
Sold 0.4% shares (-108 shares) Q1 2021
Avg closing price $234.34
Price range $216.45 - $252.61
Sold 7.1% shares (-1.86 Thousand shares) Q4 2020
Avg closing price $198.64
Price range $163.19 - $231.57
Increased shares by 0.6% (+153 shares) Q3 2020
Avg closing price $157.98
Price range $146.02 - $169.56
Increased shares by 4.1% (+1.02 Thousand shares) Q2 2020
Avg closing price $141.17
Price range $110.60 - $155.96
Increased shares by 7.3% (+1.71 Thousand shares) Q1 2020
Avg closing price $144.90
Price range $107.02 - $165.72
Sold 47.5% shares (-21.1 Thousand shares) Q4 2019
Avg closing price $153.53
Price range $143.18 - $162.37
Increased shares by 15.4% (+5.92 Thousand shares) Q3 2019
Avg closing price $153.95
Price range $144.99 - $161.58

News about Morningstar Inc and Ken Fisher

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