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

Morton Capital Management LLC/CA currently holds 3.7K shares with a market value of $212.0K. It started holding CMF on 2024-09-30. At its peak, it held 3.7K shares on 2025-12-31. Its highest holding value was $212.0K on 2025-12-31. At its lowest, it held 3.5K shares on 2024-09-30, with a value of $202.1K on 2025-06-30. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 64. In the recent year, Morton Capital Management LLC/CA has increased its shares by 109.