Bellevue Asset Management’s Vail Resorts MTN Stock Holding History

Bellevue 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
2025 Q1	–	Sell	-6	Closed	-$1.12K	–	493
2024 Q4	$1.12K	Hold	6	–	–	﹤0.01%	479
2024 Q3	$1.04K	Sell	6 -1	-14%	-$179	﹤0.01%	456
2024 Q2	$1.26K	Hold	7	–	–	﹤0.01%	451
2024 Q1	$1.56K	Hold	7	–	–	﹤0.01%	435
2023 Q4	$1.49K	Hold	7	–	–	﹤0.01%	426
2023 Q3	$1.55K	Hold	7	–	–	﹤0.01%	415
2023 Q2	$1.76K	Hold	7	–	–	﹤0.01%	419
2023 Q1	$1.64K	Hold	7	–	–	﹤0.01%	440
2022 Q4	$1.66K	Buy	7 +1	+17%	+$235	﹤0.01%	423
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	478
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	481
2022 Q1	$2K	Sell	6 -1	-14%	-$272	﹤0.01%	465
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	504
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	530
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	537
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	588
2020 Q4	$2K	Sell	7 -1	-13%	-$258	﹤0.01%	597
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	559
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	600
2020 Q1	$1K	Sell	8 -1	-11%	-$215	﹤0.01%	582
2019 Q4	$2K	Buy	+9	New	+$2.13K	﹤0.01%	448

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Bellevue Asset Management's MTN Position: Q1 2025 in Review

Bellevue Asset Management sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 6 shares — an estimated $1.12K sold.

Bellevue Asset Management first reported a position in MTN in Q4 2019 and held it in 21 quarters. The position peaked at $2K in Q1 2022. 449 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

Bellevue Asset Management reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
Bellevue Asset Management sold 6 Vail Resorts shares in Q1 2025, an estimated $1.12K.
Bellevue Asset Management first reported a position in Vail Resorts in Q4 2019 and held it in 21 quarters.
Bellevue Asset Management's Vail Resorts position peaked at $2K in Q1 2022.
449 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on Bellevue Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.