JP Morgan Private Wealth Advisors’s Vail Resorts MTN Stock Holding History

JP Morgan Private Wealth 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 Q3	$1.58M	Buy	+7,118	New	+$1.69M	﹤0.01%	821
2023 Q2	–	Sell	-11,489	Closed	-$2.68M	–	1751
2023 Q1	$2.68M	Sell	11,489 -17,316	-60%	-$4.17M	0.01%	773
2022 Q4	$6.87M	Buy	28,805 +3,056	+12%	+$717K	0.02%	507
2022 Q3	$5.55M	Buy	25,749 +18,710	+266%	+$4.25M	0.01%	534
2022 Q2	$1.53M	Sell	7,039 -11,719	-62%	-$2.87M	﹤0.01%	940
2022 Q1	$4.88M	Sell	18,758 -22,259	-54%	-$6.06M	0.01%	622
2021 Q4	$13.4M	Buy	41,017 +3,589	+10%	+$1.22M	0.03%	383
2021 Q3	$12.5M	Buy	37,428 +9,826	+36%	+$3.03M	0.03%	385
2021 Q2	$8.74M	Buy	27,602 +12,229	+80%	+$3.9M	0.02%	447
2021 Q1	$4.48M	Sell	15,373 -36,203	-70%	-$10.5M	0.01%	532
2020 Q4	$14.4M	Buy	51,576 +10,218	+25%	+$2.64M	0.05%	315
2020 Q3	$8.85M	Buy	41,358 +34,196	+477%	+$7.05M	0.03%	346
2020 Q2	$1.3M	Buy	7,162 +3,080	+75%	+$539K	0.01%	714
2020 Q1	$603K	Buy	4,082 +985	+32%	+$212K	﹤0.01%	866
2019 Q4	$743K	Buy	3,097 +187	+6%	+$44.3K	﹤0.01%	900
2019 Q3	$662K	Buy	2,910 +888	+44%	+$210K	﹤0.01%	915
2019 Q2	$451K	Sell	2,022 -917	-31%	-$204K	﹤0.01%	1031
2019 Q1	$639K	Sell	2,939 -627	-18%	-$128K	﹤0.01%	939
2018 Q4	$752K	Sell	3,566 -1,945	-35%	-$481K	﹤0.01%	844
2018 Q3	$1.51M	Buy	5,511 +418	+8%	+$120K	0.01%	689
2018 Q2	$1.4M	Buy	5,093 +829	+19%	+$203K	0.01%	679
2018 Q1	$946K	Buy	4,264 +1,521	+55%	+$333K	0.01%	661
2017 Q4	$583K	Sell	2,743 -21	-0.8%	-$4.7K	﹤0.01%	820
2017 Q3	$630K	Buy	2,764 +114	+4%	+$24.8K	﹤0.01%	769
2017 Q2	$537K	Sell	2,650 -1,669	-39%	-$336K	﹤0.01%	816
2017 Q1	$829K	Buy	4,319 +1,554	+56%	+$275K	0.01%	694
2016 Q4	$446K	Buy	+2,765	New	+$439K	﹤0.01%	846
2016 Q3	–	Sell	-4,870	Closed	-$673K	–	1254
2016 Q2	$673K	Buy	+4,870	New	+$643K	0.01%	688
2016 Q1	–	Sell	-1,765	Closed	-$226K	–	1280
2015 Q4	$226K	Buy	+1,765	New	+$208K	﹤0.01%	981

Other funds holding MTN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MTN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Vail Resorts (MTN) in Q3 2023: 7,118 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MTN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in MTN in Q4 2015 and has held it in 29 quarters since. The position peaked at $14.4M in Q4 2020. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,118 shares of Vail Resorts worth $1.58M as of Q3 2023.
Vail Resorts was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Vail Resorts made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #821 holding.
JP Morgan Private Wealth Advisors first reported a position in Vail Resorts in Q4 2015 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's Vail Resorts position peaked at $14.4M in Q4 2020.
503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.