Morningstar Investment Services LLC Sells in Q1 2025

Morningstar Investment Services LLC

  • $546 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INGR
Ingredion Inc

Consumer Defensive
-4.94K
- 46.53%
$125.6 - $137.36 $621K - $679K
5.68K $768K
PAGP
Plains Gp Holdings LP

Energy
-42.8K
- 56.97%
$18.52 - $22.13 $793K - $948K
32.3K $691K
WMG
Warner Music Group Corp.

Communication Services
-21.7K
- 46.81%
$29.3 - $36.3 $636K - $788K
24.7K $773K
BR
Broadridge Financial Solutions, Inc.

Technology
-2.97K
- 56.97%
$221.46 - $244.83 $658K - $728K
2.25K $544K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-1.35K
- 37.91%
$243.0 - $367.0 $328K - $496K
2.21K $539K
MO
Altria Group, Inc.

Consumer Defensive
-13K
- 55.47%
$50.81 - $60.02 $661K - $781K
10.4K $627K
ALLE
Allegion PLC

Industrials
-3.97K
- 37.22%
$123.79 - $135.5 $492K - $538K
6.7K $874K
CRL
Charles River Laboratories International, Inc.

Healthcare
-2.3K
- 46.79%
$150.52 - $190.14 $346K - $437K
2.62K $394K
VRSN
Verisign Inc

Technology
-2.54K
- 47.65%
$205.1 - $254.74 $521K - $647K
2.79K $709K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-16.4K
- 60.27%
$24.05 - $24.86 $393K - $406K
10.8K $268K
Labcorp Holdings Inc
-1.63K
- 47.84%
N/A
1.78K $413K
AAPL
Apple Inc.

Technology
-1.16K
- 29.62%
$209.68 - $247.1 $242K - $285K
2.74K $610K
HBI
Hanesbrands Inc.

Consumer Cyclical
-32K
- 45.59%
$5.76 - $8.6 $184K - $275K
38.1K $220K
CI
Cigna Corp

Healthcare
-1.56K
- 46.23%
$274.49 - $329.0 $427K - $512K
1.81K $596K
USB
Us Bancorp \De\

Financial Services
-6.04K
- 44.48%
$40.92 - $50.9 $247K - $307K
7.54K $318K
COF
Capital One Financial Corp

Financial Services
-1.73K
- 44.18%
$163.87 - $209.82 $284K - $363K
2.19K $392K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-28.2K
- 45.25%
$9.47 - $11.46 $267K - $324K
34.2K $367K
GM
General Motors CO

Consumer Cyclical
-4.76K
- 44.99%
$45.22 - $54.92 $215K - $261K
5.82K $274K
SUB
Ishares Short Term National Mu

ETFs
-2.26K
- 30.58%
$105.3 - $106.24 $237K - $240K
5.12K $540K
NVDA
Nvidia Corp

Technology
-378
- 11.57%
$106.98 - $149.43 $40.4K - $56.5K
2.89K $313K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.43K
- 48.66%
$80.53 - $147.57 $276K - $506K
3.62K $479K
CVS
Cvs Health Corp

Healthcare
-5.84K
- 46.5%
$44.22 - $68.64 $258K - $401K
6.72K $455K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.07K
- 12.76%
$64.88 - $72.1 $69.6K - $77.3K
7.33K $482K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.99K
- 12.59%
$50.39 - $50.66 $100K - $101K
13.8K $701K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.72K
- 10.92%
$50.44 - $50.7 $87K - $87.4K
14.1K $713K
FANG
Diamondback Energy, Inc.

Energy
-363
- 8.7%
$139.9 - $180.18 $50.8K - $65.4K
3.81K $609K
HD
Home Depot, Inc.

Consumer Cyclical
-120
- 11.81%
$347.25 - $424.87 $41.7K - $51K
896 $328K
ABBV
Abb Vie Inc.

Healthcare
-147
- 11.26%
$169.2 - $216.66 $24.9K - $31.8K
1.16K $243K
Activity Summary
Buys All Purchases 5 New Holdings 5 Increased Positions 0 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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