CIA
MTN icon

Choate Investment Advisors’s Vail Resorts MTN Stock Holding History

Choate 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
Q1 		– Sell
-1,095
Closed -$261K – 330
2022
Q4 		$261K Sell
1,095
-95
-8% -$22.3K 0.02% 234
2022
Q3 		$257K Sell
1,190
-115
-9% -$26.1K 0.02% 218
2022
Q2 		$285K Sell
1,305
-180
-12% -$44K 0.02% 221
2022
Q1 		$386K Sell
1,485
-505
-25% -$137K 0.02% 218
2021
Q4 		$653K Hold
1,990
– – 0.04% 157
2021
Q3 		$664K Sell
1,990
-15
-0.7% -$4.63K 0.04% 154
2021
Q2 		$635K Sell
2,005
-85
-4% -$27.1K 0.04% 160
2021
Q1 		$609K Sell
2,090
-65
-3% -$18.9K 0.04% 158
2020
Q4 		$601K Buy
2,155
+760
+54% +$196K 0.04% 145
2020
Q3 		$298K Buy
+1,395
New +$287K 0.02% 205

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $18.8B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return