GI
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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 – 934
2024
Q2 		$392 Buy
+2
New +$398 ﹤0.01% 1211
2024
Q1 		– Sell
-3
Closed -$640 – 1612
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 $33.1B AUM 11.16% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return