Berman Capital Advisors’s Vail Resorts MTN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$5K	Sell	15 -56	-79%	-$17.3K	﹤0.01%	1432
2021 Q2	$22K	Buy	71 +67	+1,675%	+$21.4K	﹤0.01%	875
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	1670
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1562
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1714
2020 Q2	$0	Sell	4 -13	-76%	-$2.27K	﹤0.01%	1744
2020 Q1	$2K	Sell	17 -17	-50%	-$3.66K	﹤0.01%	1159
2019 Q4	$8K	Hold	34	–	–	﹤0.01%	834
2019 Q3	$7K	Hold	34	–	–	﹤0.01%	843
2019 Q2	$7K	Buy	34 +20	+143%	+$4.44K	﹤0.01%	868
2019 Q1	$3K	Buy	14 +7	+100%	+$1.43K	﹤0.01%	1011
2018 Q4	$1K	Buy	+7	New	+$1.73K	﹤0.01%	1033

Other funds holding MTN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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 $204B AUM 27.99% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors's MTN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vail Resorts (MTN) stake by 79% in Q3 2021, selling an estimated $17.3K and leaving 15 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Berman Capital Advisors first reported a position in MTN in Q4 2018 and has held it in 12 quarters since. The position peaked at $22K in Q2 2021. 447 funds tracked by Wall St. Rank hold MTN as of Q3 2021.

Berman Capital Advisors held 15 shares of Vail Resorts worth $5K as of Q3 2021.
Berman Capital Advisors sold 56 Vail Resorts shares in Q3 2021, an estimated $17.3K.
Vail Resorts made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1432 holding.
Berman Capital Advisors first reported a position in Vail Resorts in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Vail Resorts position peaked at $22K in Q2 2021.
447 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.