Morningstar Investment Services LLC Portfolio Holdings
Morningstar Investment Services LLC
- $9.8 Billion
- Q3 2024
Morningstar Investment Services LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.8 Billion distributed in 405 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $902M, Vanguard Bd Index Fd Inc Total with a value of $734M, Vanguard Ftse Developed Market with a value of $367M, Meta Platforms, Inc. with a value of $257M, and Booking Holdings Inc. with a value of $229M.
Examining the 13F form we can see an increase of $600M in the current position value, from $9.2B to 9.8B.
Morningstar Investment Services LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Services 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 |
|---|
Summary
- Portfolio
- No. of Stocks 405
- Current Value $9.8 Billion
- Prior Value $9.2 Billion
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 47 stocks
- Additional Purchases 237 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks