Number of Shares
9,438
Previous 11,275 16.29%
Holding current value
$424 Million
Previous $573 Million 26.12%
% of portfolio
0.08%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

SELL
N/A
-1,837 Reduced 16.29%
9,438 $424 Million
Q4 2024

Jan 14, 2025

BUY
N/A
2,709 Added 31.63%
11,275 $573 Million
Q3 2024

Oct 08, 2024

BUY
N/A
892 Added 11.62%
8,566 $296 Million
Q2 2024

Jul 12, 2024

BUY
N/A
1,246 Added 19.38%
7,674 $251 Million
Q1 2024

Apr 12, 2024

BUY
N/A
6,428 New
6,428 $249 Million
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.