AP
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Appleton Partners’s Vail Resorts MTN Stock Holding History

Appleton Partners’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-998
Closed -$327K – 312
2021
Q4 		$327K Sell
998
-10
-1% -$3.41K 0.02% 251
2021
Q3 		$337K Sell
1,008
-45
-4% -$13.9K 0.03% 236
2021
Q2 		$333K Sell
1,053
-195
-16% -$62.1K 0.03% 237
2021
Q1 		$364K Sell
1,248
-90
-7% -$26.2K 0.03% 222
2020
Q4 		$373K Sell
1,338
-6
-0.4% -$1.55K 0.04% 212
2020
Q3 		$288K Sell
1,344
-117
-8% -$24.1K 0.03% 224
2020
Q2 		$266K Sell
1,461
-219
-13% -$38.3K 0.03% 225
2020
Q1 		$248K Sell
1,680
-5,640
-77% -$1.21M 0.03% 231
2019
Q4 		$1.76M Buy
7,320
+1,142
+18% +$270K 0.19% 118
2019
Q3 		$1.41M Sell
6,178
-211
-3% -$49.8K 0.17% 125
2019
Q2 		$1.43M Buy
6,389
+140
+2% +$31.1K 0.18% 128
2019
Q1 		$1.36M Buy
6,249
+1,588
+34% +$324K 0.18% 127
2018
Q4 		$983K Buy
4,661
+64
+1% +$15.8K 0.15% 136
2018
Q3 		$1.26M Buy
4,597
+1,905
+71% +$548K 0.17% 127
2018
Q2 		$738K Buy
2,692
+795
+42% +$195K 0.11% 160
2018
Q1 		$421K Buy
1,897
+448
+31% +$98.1K 0.06% 193
2017
Q4 		$308K Buy
+1,449
New +$324K 0.05% 214

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return