Morningstar Investment Services LLC Sells in Q3 2024

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-2.29K
- 0.41%
$87.69 - $103.9 $201K - $238K
558K $57.3M
MDT
Medtronic PLC

Healthcare
-1.36K
- 0.17%
$76.84 - $91.03 $104K - $124K
803K $71.7M
BLK
Black Rock Inc.

Financial Services
-482
- 0.92%
$782.27 - $949.51 $377K - $458K
51.7K $48.9M
DEO
Diageo PLC

Consumer Defensive
-10.4K
- 1.49%
$120.02 - $140.77 $1.25M - $1.46M
684K $96.2M
EIX
Edison International

Utilities
-6.99K
- 1.14%
$71.19 - $87.72 $498K - $613K
604K $52.4M
ETR
Entergy Corp

Utilities
-2.95K
- 0.81%
$104.75 - $131.61 $309K - $389K
361K $47.3M
CMCSA
Comcast Corp

Communication Services
-1.86K
- 0.07%
$37.33 - $41.78 $69.5K - $77.8K
2.6M $108M
EBAY
Ebay Inc

Consumer Cyclical
-1.51K
- 0.18%
$52.61 - $65.44 $79.3K - $98.6K
821K $52.6M
ENB
Enbridge Inc

Energy
-19.6K
- 1.08%
$35.27 - $41.18 $690K - $805K
1.8M $73.1M
UNH
Unitedhealth Group Inc

Healthcare
-1.01K
- 0.93%
$488.01 - $604.18 $494K - $611K
107K $62.5M
FISV
Fiserv Inc

Technology
-4.78K
- 1.26%
N/A
374K $66.7M
MA
Mastercard Inc

Financial Services
-3.5K
- 1.4%
$429.6 - $500.99 $1.5M - $1.75M
247K $122M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.73K
- 1.14%
$247.34 - $300.11 $922K - $1.12M
324K $97.4M
IQV
Iqvia Holdings Inc.

Healthcare
-8.56K
- 1.42%
$206.81 - $251.55 $1.77M - $2.15M
594K $139M
CHKP
Check Point Software Technologies LTD

Technology
-8.39K
- 1.74%
$165.0 - $195.47 $1.38M - $1.64M
474K $91.5M
META
Meta Platforms, Inc.

Communication Services
-15.9K
- 3.4%
$453.41 - $572.44 $7.22M - $9.12M
452K $257M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.98K
- 2.2%
$405.19 - $478.57 $3.23M - $3.82M
356K $163M
VTI
Vanguard Total Stock Market Et

ETFs
-94.3K
- 2.86%
$255.18 - $283.2 $24.1M - $26.7M
3.2M $902M
PM
Philip Morris International Inc.

Consumer Defensive
-1.55K
- 0.18%
$101.25 - $127.45 $157K - $197K
871K $105M
Activity Summary
Buys All Purchases 284 New Holdings 47 Increased Positions 237 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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