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Company Main View
Name:
Morton Capital Management LLC/CA
City:
CALABASAS
State:
CA
Zip:
91301
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$370,398,000
Total Value Change :
$33,733,000
Securities Held Change :
8
All Securities Held :
106
New Positions
:
10
Closed Positions
:
2
Increased Positions
:
37
Unchanged Positions
:
19
Decreased Positions
:
40
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
NKE
Nike Inc B
107
Closed
$92.79
$0
0
0%
-211,000
-1,947
0
Textile - Apparel Foo...
SWKS
Skyworks Solutions Inc
106
Closed
$94.42
$0
0
0%
-318,000
-2,829
0
Semiconductor - Integ...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
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