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Cumberland Partners’s Vail Resorts MTN Stock Holding History

Cumberland Partners’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
-3,000
Closed -$715K – 182
2022
Q4 		$715K Buy
+3,000
New +$704K 0.08% 124
2022
Q3 		– Sell
-4,500
Closed -$981K – 165
2022
Q2 		$981K Buy
4,500
+500
+13% +$122K 0.09% 105
2022
Q1 		$1.04M Buy
4,000
+1,200
+43% +$327K 0.08% 116
2021
Q4 		$918K Buy
+2,800
New +$955K 0.06% 135

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BlackRock
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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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cumberland Partners's MTN Position: Q1 2023 in Review

Cumberland Partners sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 3,000 shares — an estimated $715K sold.

Cumberland Partners first reported a position in MTN in Q4 2021 and held it in 4 quarters. The position peaked at $1.04M in Q1 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Cumberland Partners reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Cumberland Partners sold 3,000 Vail Resorts shares in Q1 2023, an estimated $715K.
  • Cumberland Partners first reported a position in Vail Resorts in Q4 2021 and held it in 4 quarters.
  • Cumberland Partners's Vail Resorts position peaked at $1.04M in Q1 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Cumberland Partners's 13F filing for Q1 2023, filed 8 May 2023.