BCM
MTN icon

Bourgeon Capital Management’s Vail Resorts MTN Stock Holding History

Bourgeon Capital 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 		– Sell
-15
Closed -$3.58K – 358
2022
Q4 		$3.58K Sell
15
-8
-35% -$1.88K ﹤0.01% 290
2022
Q3 		$5K Buy
+23
New +$5.23K ﹤0.01% 262
2020
Q4 		– Sell
-7
Closed -$1K – 306
2020
Q3 		$1K Buy
+7
New +$1.44K ﹤0.01% 284

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bourgeon Capital Management's MTN Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 15 shares — an estimated $3.58K sold.

Bourgeon Capital Management first reported a position in MTN in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 15 Vail Resorts shares in Q1 2023, an estimated $3.58K.
  • Bourgeon Capital Management first reported a position in Vail Resorts in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Vail Resorts position peaked at $5K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

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