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Evergreen Capital Management’s Vail Resorts MTN Stock Holding History

Evergreen Capital 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
2026
Q1 		– Sell
-1,974
Closed -$266K – 1585
2025
Q4 		$266K Sell
1,974
-676
-26% -$99.5K 0.01% 1116
2025
Q3 		$396K Buy
2,650
+271
+11% +$42.1K 0.01% 768
2025
Q2 		$378K Buy
+2,379
New +$353K 0.01% 693
2024
Q4 		– Sell
-1,402
Closed -$244K – 1101
2024
Q3 		$244K Buy
1,402
+209
+18% +$37.4K 0.01% 826
2024
Q2 		$217K Buy
+1,193
New +$237K 0.01% 817

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evergreen Capital Management's MTN Position: Q1 2026 in Review

Evergreen Capital Management sold out of Vail Resorts (MTN) in Q1 2026, closing a stake of 1,974 shares — an estimated $266K sold.

Evergreen Capital Management first reported a position in MTN in Q2 2024 and held it in 5 quarters. The position peaked at $396K in Q3 2025. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Evergreen Capital Management reported no remaining Vail Resorts position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,974 Vail Resorts shares in Q1 2026, an estimated $266K.
  • Evergreen Capital Management first reported a position in Vail Resorts in Q2 2024 and held it in 5 quarters.
  • Evergreen Capital Management's Vail Resorts position peaked at $396K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.