Baldrige Asset Management’s Vail Resorts MTN Stock Holding History

Baldrige Asset Management’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
2023 Q1	$33K	Hold	140	–	–	0.01%	196
2022 Q4	$33K	Hold	140	–	–	0.01%	193
2022 Q3	$30K	Hold	140	–	–	0.01%	192
2022 Q2	$31K	Hold	140	–	–	0.01%	191
2022 Q1	$36K	Hold	140	–	–	0.01%	197
2021 Q4	$46K	Hold	140	–	–	0.02%	174
2021 Q3	$47K	Hold	140	–	–	0.02%	167
2021 Q2	$44K	Buy	+140	New	+$44.6K	0.02%	173

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baldrige Asset Management's MTN Position: Q1 2023 in Review

Baldrige Asset Management held its Vail Resorts (MTN) position steady in Q1 2023 at 140 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #196.

Baldrige Asset Management first reported a position in MTN in Q2 2021 and has held it in 8 quarters since. The position peaked at $47K in Q3 2021. 484 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

Baldrige Asset Management held 140 shares of Vail Resorts worth $33K as of Q1 2023.
Baldrige Asset Management left its Vail Resorts share count unchanged in Q1 2023.
Vail Resorts made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #196 holding.
Baldrige Asset Management first reported a position in Vail Resorts in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Vail Resorts position peaked at $47K in Q3 2021.
484 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.