Capstone Investment Advisors
MTN icon

Capstone Investment Advisors’s Vail Resorts MTN Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-3,660
Closed -$812K – 2289
2023
Q3 		$812K Buy
+3,660
New +$869K ﹤0.01% 1066
2018
Q1 		– Sell
-4,400
Closed -$934K – 481
2017
Q4 		$934K Buy
+4,400
New +$985K 0.03% 198
2016
Q3 		– Sell
-1,800
Closed -$248K – 857
2016
Q2 		$248K Buy
+1,800
New +$238K ﹤0.01% 592

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SCA
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Capstone Investment Advisors's MTN Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 3,660 shares — an estimated $812K sold.

Capstone Investment Advisors first reported a position in MTN in Q2 2016 and held it in 3 quarters. The position peaked at $934K in Q4 2017. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,660 Vail Resorts shares in Q4 2023, an estimated $812K.
  • Capstone Investment Advisors first reported a position in Vail Resorts in Q2 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Vail Resorts position peaked at $934K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.