Morningstar Investment Services LLC

Q4 2020 vs. Q4 2023 13F Holdings

Period
Q4 2020
Q4 2023
Holdings as of
12/31/2020
12/31/2023
Value ($000)
$7,193,724
$17,748,984
Num holdings
206
405
Form type
13F-HR
13F-HR
Date filed
2/11/2021
2/13/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2020 Q4 2023 Diff Chg % Q4 2020 Q4 2023 Diff Chg %