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 $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Capital International Investors

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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