Morningstar Investment Management LLC Portfolio Holdings
Morningstar Investment Management LLC
- $1.01 Billion
- Q3 2024
Morningstar Investment Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $202M, Vanguard Consumer Staples ETF with a value of $83.8M, Vanguard Total Stock Market Et with a value of $75.4M, Vanguard Health Care ETF with a value of $74.8M, and Alphabet Inc. with a value of $54.8M.
Examining the 13F form we can see an increase of $53.8M in the current position value, from $957M to 1.01B.
Morningstar Investment Management LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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