Creative Financial Designs’s Vail Resorts MTN Stock Holding History

Creative Financial Designs’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
2025 Q3	–	Sell	-721	Closed	-$113K	–	2105
2025 Q2	$113K	Buy	721 +17	+2%	+$2.53K	0.01%	636
2025 Q1	$113K	Buy	704 +317	+82%	+$52.7K	0.01%	580
2024 Q4	$72.6K	Sell	387 -25	-6%	-$4.47K	0.01%	680
2024 Q3	$71.8K	Buy	412 +89	+28%	+$15.9K	0.01%	676
2024 Q2	$58.1K	Buy	323 +53	+20%	+$10.5K	0.01%	720
2024 Q1	$60.2K	Hold	270	–	–	0.01%	683
2023 Q4	$57.6K	Sell	270 -20	-7%	-$4.38K	0.01%	646
2023 Q3	$64.3K	Hold	290	–	–	0.01%	570
2023 Q2	$73K	Sell	290 -25	-8%	-$6.09K	0.01%	549
2023 Q1	$73.6K	Sell	315 -45	-13%	-$10.8K	0.01%	514
2022 Q4	$85.8K	Buy	+360	New	+$84.5K	0.01%	471

Other funds holding MTN

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

Capital International Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return