JBJ Investment Partners’s Vail Resorts MTN Stock Holding History

JBJ Investment Partners’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
2021 Q4	$798K	Sell	2,435 -608	-20%	-$207K	0.16%	31
2021 Q3	$1.02M	Hold	3,043	–	–	0.21%	30
2021 Q2	$963K	Sell	3,043 -601	-16%	-$192K	0.2%	31
2021 Q1	$1.06M	Sell	3,644 -1,090	-23%	-$317K	0.23%	31
2020 Q4	$1.32M	Sell	4,734 -1,501	-24%	-$388K	0.3%	26
2020 Q3	$1.33M	Buy	6,235 +707	+13%	+$146K	0.35%	30
2020 Q2	$1.01M	Buy	+5,528	New	+$967K	0.29%	37
2020 Q1	–	Sell	-1,167	Closed	-$280K	–	56
2019 Q4	$280K	Buy	1,167 +92	+9%	+$21.8K	0.09%	41
2019 Q3	$245K	Buy	1,075 +169	+19%	+$39.9K	0.08%	41
2019 Q2	$202K	Buy	+906	New	+$201K	0.07%	48

Other funds holding MTN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JBJ Investment Partners's MTN Position: Q4 2021 in Review

JBJ Investment Partners reduced its Vail Resorts (MTN) stake by 20% in Q4 2021, selling an estimated $207K and leaving 2,435 shares worth $798K. The position accounts for 0.16% of the portfolio, ranked #31.

JBJ Investment Partners first reported a position in MTN in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2020. 485 funds tracked by Wall St. Rank hold MTN as of Q4 2021.

JBJ Investment Partners held 2,435 shares of Vail Resorts worth $798K as of Q4 2021.
JBJ Investment Partners sold 608 Vail Resorts shares in Q4 2021, an estimated $207K.
Vail Resorts made up 0.16% of JBJ Investment Partners's portfolio in Q4 2021, its #31 holding.
JBJ Investment Partners first reported a position in Vail Resorts in Q2 2019 and has held it in 10 quarters since.
JBJ Investment Partners's Vail Resorts position peaked at $1.33M in Q3 2020.
485 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.