Morningstar Investment Management LLC Purchases and Sells in Q1 2024

Morningstar Investment Management LLC

  • $922 Million
  • Q1 2024

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
198K
+ 93.63%
$189.57 - $204.14 $37.5M - $40.4M
409K $83.6M
1.21M
+ 19.31%
$22.51 - $23.08 $27.3M - $28M
7.5M $171M
11.4K
+ 5.28%
$232.77 - $260.14 $2.66M - $2.98M
228K $59.3M
28.9K
+ 64.26%
$59.95 - $65.65 $1.73M - $1.9M
73.9K $4.85M
34.2K
+ 127.02%
$58.07 - $59.52 $1.98M - $2.03M
61.1K $3.58M
9.18K
+ 32.19%
$96.8 - $116.24 $888K - $1.07M
37.7K $4.38M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
5.01K
New
$91.25 - $110.0 $457K - $551K
5.01K $532K
742
New
$210.52 - $351.59 $156K - $261K
742 $260K
817
New
$229.21 - $294.69 $187K - $241K
817 $241K
1.32K
New
$137.4 - $177.21 $181K - $234K
1.32K $234K
3.02K
New
$61.98 - $78.42 $187K - $237K
3.02K $233K
1.25K
New
$144.44 - $177.9 $180K - $222K
1.25K $221K
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-385K
- 20.23%
$48.05 - $48.63 $18.5M - $18.7M
1.52M $73.1M
-71K
- 20.72%
$253.63 - $270.54 $18M - $19.2M
272K $73.5M
-62.3K
- 15.21%
$131.4 - $153.51 $8.18M - $9.56M
347K $52.4M
-36.4K
- 14.97%
$41.24 - $46.73 $1.5M - $1.7M
207K $8.97M
-25.3K
- 30.93%
$47.38 - $47.91 $1.2M - $1.21M
56.4K $2.7M
-4.75K
- 20.31%
$160.41 - $167.42 $763K - $796K
18.7K $3.05M
View all
Activity Summary
Buys All Purchases 25 New Holdings 10 Increased Positions 15 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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