Evercore Wealth Management’s Vail Resorts MTN Stock Holding History

Evercore Wealth Management’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
2020 Q1	–	Sell	-879	Closed	-$211K	–	392
2019 Q4	$211K	Buy	+879	New	+$208K	0.01%	384
2018 Q4	–	Sell	-730	Closed	-$200K	–	400
2018 Q3	$200K	Hold	730	–	–	0.01%	410
2018 Q2	$200K	Buy	+730	New	+$179K	0.01%	393
2018 Q1	–	Sell	-1,155	Closed	-$245K	–	636
2017 Q4	$245K	Sell	1,155 -175	-13%	-$39.2K	0.01%	333
2017 Q3	$303K	Hold	1,330	–	–	0.01%	313
2017 Q2	$270K	Hold	1,330	–	–	0.01%	332
2017 Q1	$255K	Hold	1,330	–	–	0.01%	334
2016 Q4	$215K	Buy	+1,330	New	+$211K	0.01%	354

Other funds holding MTN

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Evercore Wealth Management's MTN Position: Q1 2020 in Review

Evercore Wealth Management sold out of Vail Resorts (MTN) in Q1 2020, closing a stake of 879 shares — an estimated $211K sold.

Evercore Wealth Management first reported a position in MTN in Q4 2016 and held it in 8 quarters. The position peaked at $303K in Q3 2017. 389 funds tracked by Wall St. Rank hold MTN as of Q1 2020.

Evercore Wealth Management reported no remaining Vail Resorts position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 879 Vail Resorts shares in Q1 2020, an estimated $211K.
Evercore Wealth Management first reported a position in Vail Resorts in Q4 2016 and held it in 8 quarters.
Evercore Wealth Management's Vail Resorts position peaked at $303K in Q3 2017.
389 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.