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FDx Advisors’s Vail Resorts MTN Stock Holding History

FDx Advisors’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
Q2 		– Sell
-1,281
Closed -$305K – 808
2023
Q1 		$305K Hold
1,281
– – 0.01% 560
2022
Q4 		$305K Sell
1,281
-187
-13% -$43.9K 0.01% 560
2022
Q3 		$316K Sell
1,468
-44
-3% -$10K 0.01% 529
2022
Q2 		$330K Buy
1,512
+569
+60% +$139K 0.01% 593
2022
Q1 		$245K Buy
943
+174
+23% +$47.3K 0.01% 737
2021
Q4 		$252K Buy
+769
New +$262K 0.01% 761
2018
Q4 		– Sell
-776
Closed -$213K – 726
2018
Q3 		$213K Buy
776
+25
+3% +$7.2K 0.01% 817
2018
Q2 		$206K Buy
+751
New +$184K 0.01% 843
2017
Q2 		– Sell
-1,083
Closed -$208K – 1221
2017
Q1 		$208K Buy
+1,083
New +$192K 0.01% 1107

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return