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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 $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

Choate Investment Advisors's MTN Position: Q1 2023 in Review

Choate Investment Advisors sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 1,095 shares — an estimated $261K sold.

Choate Investment Advisors first reported a position in MTN in Q3 2020 and held it in 10 quarters. The position peaked at $664K in Q3 2021. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Choate Investment Advisors reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 1,095 Vail Resorts shares in Q1 2023, an estimated $261K.
  • Choate Investment Advisors first reported a position in Vail Resorts in Q3 2020 and held it in 10 quarters.
  • Choate Investment Advisors's Vail Resorts position peaked at $664K in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Choate Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.