Tracking the Q3-Q4 2022 Holdings Comparison of Morningstar Investment Management LLC

Investors require analysis to assess asset allocation and make informed investment decisions. It's therefore imperative to have a reliable tracking system for comparing quarterly and annual holdings of investment firms. Morningstar Investment Management LLC Q3-Q4 2022 has seen a significant change in holdings, most notably in GOOGL and VDC. This blog post will provide an in-depth analysis of the Q3-Q4 2022 holdings comparison of Morningstar Investment Management LLC.

Introduction

The 13F form provides investors with an institution's current holdings and pricing data in publicly traded securities. Form 13F is required to contain the equity holdings of institutional investment managers, including hedge funds, investment banks, and mutual funds. Morningstar Investment Management LLC Q3-Q4 2022 saw significant changes in holdings, as reflected in the comparison table. The table indicates a distinctive change in holdings, with some stocks' shares dropping, while others gained significantly. This blog post aims to provide an in-depth analysis of those changes, including the possible explanations and implications for investors.

Main Body

Morningstar Investment Management LLC Q3-Q4 2022 experienced significant changes in holdings, with GOOGL and VDC performing notably. GOOGL increased its shares by 124.2%. The Q3 report listed 182,960 shares while Q4 reported 444,668 shares in the firm, with its shares' value increasing from $17,500,000 to $39,233,000. On the other hand, VDC recorded a drop in its shares from Q3 to Q4. The Q3 report listed 254,721 shares worth $43,759,000, while the Q4 report indicated 177,345 shares worth $33,974,000, a 22.4% decline in shares.

Other companies that recorded an improvement in holdings include META, which recorded an 88.2% increase in shares from 64,384 to 136,625. The report also indicated a 47.4% increase in OKE shares, from 64,861 to 74,530. Other companies with a significant increase in shares include TRGP, whose shares increased by 85.7% from 22,445 to 34,211.

Companies that experienced a decline in shares include VFH, whose shares dropped by 51.4% from 187,564 to 82,031. XOM shares also recorded a significant decline in shares, dropping by 78.7% from 23,412 to 3,957 shares. Similarly, EWY shares declined by 74.5%, from 351,010 to 75,091 shares.

Conclusion

Institutional investment managers offer various advantages and can help investors achieve their financial goals through wide diversification of their portfolios. The 13F report provides a detailed account of the investment details of such firms. The Q3- Q4 2022 report for Morningstar Investment Management LLC indicates a significant change in holdings, as reflected in the table. While some companies' shares increased, others, notably VFH, XOM, and EWY, experienced a steep decline. It's, therefore, essential for investors to pay close attention to such reports when considering investing in such firms, as they provide a comprehensive overview of the current holdings and possible future investment options.