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Morton Brown Family Wealth’s Liberty Latin America Class A LILA Stock Holding History

Morton Brown Family Wealth’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-149
Closed -$642 – 341
2024
Q4 		$642 Hold
149
– – ﹤0.01% 256
2024
Q3 		$968 Buy
+149
New +$975 ﹤0.01% 242

Other funds holding LILA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morton Brown Family Wealth's LILA Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Liberty Latin America Class A (LILA) in Q1 2025, closing a stake of 149 shares — an estimated $642 sold.

Morton Brown Family Wealth first reported a position in LILA in Q3 2024 and held it in 2 quarters. The position peaked at $968 in Q3 2024. 139 funds tracked by Wall St. Rank hold LILA as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Liberty Latin America Class A position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 149 Liberty Latin America Class A shares in Q1 2025, an estimated $642.
  • Morton Brown Family Wealth first reported a position in Liberty Latin America Class A in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Liberty Latin America Class A position peaked at $968 in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.