Disciplined Investments’s Vail Resorts MTN Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-6	Closed	-$1.51K	–	1017
2023 Q2	$1.51K	Buy	6 +2	+50%	+$487	﹤0.01%	777
2023 Q1	$935	Hold	4	–	–	﹤0.01%	992
2022 Q4	$953	Hold	4	–	–	﹤0.01%	925
2022 Q3	$1K	Sell	4 -1	-20%	-$227	﹤0.01%	998
2022 Q2	$1K	Sell	5 -1	-17%	-$245	﹤0.01%	1020
2022 Q1	$2K	Buy	+6	New	+$1.63K	﹤0.01%	747

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Disciplined Investments's MTN Position: Q3 2023 in Review

Disciplined Investments sold out of Vail Resorts (MTN) in Q3 2023, closing a stake of 6 shares — an estimated $1.51K sold.

Disciplined Investments first reported a position in MTN in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

Disciplined Investments reported no remaining Vail Resorts position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 6 Vail Resorts shares in Q3 2023, an estimated $1.51K.
Disciplined Investments first reported a position in Vail Resorts in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Vail Resorts position peaked at $2K in Q1 2022.
503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.