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Hohimer Wealth Management’s Vail Resorts MTN Stock Holding History

Hohimer 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
2020
Q4 		– Sell
-4,384
Closed -$1.01M – 203
2020
Q3 		$1.01M Hold
4,384
– – 0.29% 109
2020
Q2 		$799K Sell
4,384
-993
-18% -$174K 0.28% 120
2020
Q1 		$918K Sell
5,377
-963
-15% -$207K 0.39% 102
2019
Q4 		$1.52M Buy
+6,340
New +$1.5M 0.53% 88

Other funds holding MTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hohimer Wealth Management's MTN Position: Q4 2020 in Review

Hohimer Wealth Management sold out of Vail Resorts (MTN) in Q4 2020, closing a stake of 4,384 shares — an estimated $1.01M sold.

Hohimer Wealth Management first reported a position in MTN in Q4 2019 and held it in 4 quarters. The position peaked at $1.52M in Q4 2019. 413 funds tracked by Wall St. Rank hold MTN as of Q4 2020.

  • Hohimer Wealth Management reported no remaining Vail Resorts position as of Q4 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 4,384 Vail Resorts shares in Q4 2020, an estimated $1.01M.
  • Hohimer Wealth Management first reported a position in Vail Resorts in Q4 2019 and held it in 4 quarters.
  • Hohimer Wealth Management's Vail Resorts position peaked at $1.52M in Q4 2019.
  • 413 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2020.

Based on Hohimer Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.