EWM
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Evermay Wealth Management’s Vail Resorts MTN Stock Holding History

Evermay 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
2024
Q3 		– Sell
-610
Closed -$111K – 614
2024
Q2 		$111K Hold
610
– – 0.02% 257
2024
Q1 		$137K Hold
610
– – 0.02% 239
2023
Q4 		$131K Buy
+610
New +$134K 0.02% 218

Other funds holding MTN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Evermay Wealth Management's MTN Position: Q3 2024 in Review

Evermay Wealth Management sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 610 shares — an estimated $111K sold.

Evermay Wealth Management first reported a position in MTN in Q4 2023 and held it in 3 quarters. The position peaked at $137K in Q1 2024. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

  • Evermay Wealth Management reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 610 Vail Resorts shares in Q3 2024, an estimated $111K.
  • Evermay Wealth Management first reported a position in Vail Resorts in Q4 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Vail Resorts position peaked at $137K in Q1 2024.
  • 467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.