Morton Capital Management Llc/Ca Closed Holding Positions

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q2 2022 Filed on Dec 05, 2023
13,676
$6.2 - $8.73 $84.8K - $119K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2022 Filed on Dec 05, 2023
4,296
$44.48 - $47.26 $191K - $203K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Dec 05, 2023
1,182
$139.3 - $249.32 $165K - $295K
NORW
Global X Msci Norway ETF

ETFs
Q4 2022 Filed on Dec 05, 2023
55,309
$22.36 - $27.09 $1.24M - $1.5M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q4 2022 Filed on Dec 05, 2023
19,725
$9.95 - $11.19 $196K - $221K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q3 2022 Filed on Dec 05, 2023
5,877
$50.25 - $50.72 $295K - $298K
MNKD
Mannkind Corp

Healthcare
Q4 2022 Filed on Dec 05, 2023
12,299
$3.02 - $5.37 $37.1K - $66K
SRG
Seritage Growth Properties

Real Estate
Q3 2022 Filed on Dec 05, 2023
15,421
$5.4 - $23.89 $83.3K - $368K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2022 Filed on Dec 05, 2023
10,553
$41.37 - $47.63 $437K - $503K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Dec 05, 2023
2,054
$93.11 - $101.59 $191K - $209K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2023 Filed on Dec 05, 2023
10,178
$0.0 - $69.28 $0 - $705K
DFAI
Dimensional ETF Tr

ETFs
Q1 2022 Filed on Dec 05, 2023
35,684
$25.94 - $30.08 $926K - $1.07M
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2023 Filed on Dec 05, 2023
8,365
$26.24 - $27.37 $219K - $229K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on Dec 05, 2023
703
$303.87 - $423.8 $214K - $298K
INTC
Intel Corp

Technology
Q3 2022 Filed on Dec 05, 2023
7,002
$25.77 - $40.61 $180K - $284K
IEMG
Ishares Inc

ETFs
Q4 2022 Filed on Dec 05, 2023
7,622
$44.28 - $48.68 $338K - $371K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2022 Filed on Dec 05, 2023
2,370
$112.23 - $123.59 $266K - $293K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2023 Filed on Dec 05, 2023
3,220
$67.49 - $73.03 $217K - $235K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2023 Filed on Dec 05, 2023
4,000
$183.47 - $201.56 $734K - $806K
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