Number of Shares
18,028.00
Current Holdings Value*
$10.39 Mil
% of Portfolio
1.9%
Total Estimate Gain
$209.93 Mil
% of Total Estimate Gain
40.87%

Morningstar Investment Services LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Morningstar Investment Services LLC held 18,028.00 shares of Meta Platforms Inc(META), totaling $10.39 Mil. This investment constitutes 1.9% of their stock portfolio, and Morningstar Investment Services LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then Morningstar Investment Services LLC has made 14 purchases of META, at an average price of $271.30, for a total of 1.89 Mil shares. In addition, there have been 8 sales at an average price of $378.81 for 1.88 Mil shares. Based on historical transaction data and META's current price of $733.63, Morningstar Investment Services LLC's estimated gain on his META holdings is $209.93 Mil, reflecting a 40.87% gain to date.

Morningstar Investment Services LLC META ($733.63) Holding Chart

Morningstar Investment Services LLC META ($733.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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