Bruce G. Allen Investments’s Vail Resorts MTN Stock Holding History

Bruce G. Allen Investments’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
2026 Q1	$513	Sell	4 -5	-56%	-$682	﹤0.01%	964
2025 Q4	$1.2K	Buy	9 +6	+200%	+$883	﹤0.01%	792
2025 Q3	$449	Hold	3	–	–	﹤0.01%	980
2025 Q2	$471	Sell	3 -4	-57%	-$594	﹤0.01%	966
2025 Q1	$1.12K	Hold	7	–	–	﹤0.01%	784
2024 Q4	$1.31K	Buy	7 +1	+17%	+$179	﹤0.01%	778
2024 Q3	$1.05K	Buy	6 +3	+100%	+$537	﹤0.01%	812
2024 Q2	$540	Sell	3 -1	-25%	-$199	﹤0.01%	853
2024 Q1	$891	Buy	+4	New	+$889	﹤0.01%	793

Other funds holding MTN

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return