Trust For Professional Man shares owned by Morton Capital Management
Quarter-by-quarter ownership of Trust For Professional Man (SPC) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Trust For Professional Man
Tip: Access up to 7 years of quarterly data
All positions including Trust For Professional Man held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trust For Professional Man by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 1.7M | 21.54 |
| 2024-06-30 | $34M | 1.6M | 21.65 |
| 2024-03-31 | $33M | 1.5M | 21.40 |
| 2023-12-31 | $31M | 1.5M | 21.17 |
| 2023-09-30 | $31M | 1.4M | 21.72 |
| 2023-06-30 | $28M | 1.3M | 21.40 |
| 2023-03-31 | $24M | 1.1M | 21.04 |
| 2022-12-31 | $17M | 816k | 20.68 |
| 2022-09-30 | $9.7M | 471k | 20.56 |
| 2022-06-30 | $3.2M | 156k | 20.49 |