BerganKDV Wealth Management’s Vail Resorts MTN Stock Holding History

BerganKDV Wealth 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 Q2	–	Sell	-6	Closed	-$1.43K	–	1000
2023 Q1	$1.43K	Hold	6	–	–	﹤0.01%	871
2022 Q4	$1.46K	Hold	6	–	–	﹤0.01%	839
2022 Q3	$1K	Sell	6 -5	-45%	-$1.14K	﹤0.01%	911
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	838
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	813
2021 Q4	$4K	Sell	11 -1	-8%	-$341	﹤0.01%	822
2021 Q3	$4K	Hold	12	–	–	﹤0.01%	784
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	734
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	744
2020 Q4	$3K	Buy	12 +5	+71%	+$1.29K	﹤0.01%	740
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	837
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	883
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	854
2019 Q4	$2K	Buy	+7	New	+$1.66K	﹤0.01%	782

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BerganKDV Wealth Management's MTN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Vail Resorts (MTN) in Q2 2023, closing a stake of 6 shares — an estimated $1.43K sold.

BerganKDV Wealth Management first reported a position in MTN in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q4 2021. 485 funds tracked by Wall St. Rank hold MTN as of Q2 2023.

BerganKDV Wealth Management reported no remaining Vail Resorts position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 6 Vail Resorts shares in Q2 2023, an estimated $1.43K.
BerganKDV Wealth Management first reported a position in Vail Resorts in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Vail Resorts position peaked at $4K in Q4 2021.
485 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.