Morton Capital Management LLC/CA's ownership history for USFR

Morton Capital Management LLC/CA currently holds 1.7M shares with a market value of $84.5M. It started holding USFR on 2024-09-30. At its peak, it held 1.7M shares on 2026-03-31. Its highest holding value was $84.5M on 2026-03-31. At its lowest, it held 1.2M shares on 2024-09-30, with a value of $60.2M on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 203.7K. In the recent year, Morton Capital Management LLC/CA has increased its shares by 290.4K.