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Gradient Investments’s Vail Resorts MTN Stock Holding History

Gradient Investments’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
-2
Closed -$392 – 929
2024
Q2 		$392 Buy
+2
New +$398 ﹤0.01% 1211
2024
Q1 		– Sell
-3
Closed -$640 – 1611
2023
Q4 		$640 Hold
3
– – ﹤0.01% 1537
2023
Q3 		$666 Hold
3
– – ﹤0.01% 1490
2023
Q2 		$755 Buy
+3
New +$731 ﹤0.01% 1443
2016
Q3 		– Sell
-75
Closed -$10K – 755
2016
Q2 		$10K Hold
75
– – ﹤0.01% 429
2016
Q1 		$10K Hold
75
– – ﹤0.01% 439
2015
Q4 		$10K Buy
+75
New +$8.82K ﹤0.01% 396

Other funds holding MTN

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

Gradient Investments's MTN Position: Q3 2024 in Review

Gradient Investments sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 2 shares — an estimated $392 sold.

Gradient Investments first reported a position in MTN in Q4 2015 and held it in 7 quarters. The position peaked at $10K in Q2 2016. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

  • Gradient Investments reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2 Vail Resorts shares in Q3 2024, an estimated $392.
  • Gradient Investments first reported a position in Vail Resorts in Q4 2015 and held it in 7 quarters.
  • Gradient Investments's Vail Resorts position peaked at $10K in Q2 2016.
  • 467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.