Kaizen Advisory’s Vail Resorts MTN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$611K Sell
2,898
-562
-16% -$139K 0.42% 92
2018
Q3
$949K Buy
+3,460
New +$996K 0.5% 89

Other funds holding MTN

Kaizen Advisory's MTN Position: Q4 2018 in Review

Kaizen Advisory reduced its Vail Resorts (MTN) stake by 16% in Q4 2018, selling an estimated $139K and leaving 2,898 shares worth $611K. The position accounts for 0.42% of the portfolio, ranked #92.

Kaizen Advisory first reported a position in MTN in Q3 2018 and has held it in 2 quarters since. The position peaked at $949K in Q3 2018. 401 funds tracked by Wall St. Rank hold MTN as of Q4 2018.

  • Kaizen Advisory held 2,898 shares of Vail Resorts worth $611K as of Q4 2018.
  • Kaizen Advisory sold 562 Vail Resorts shares in Q4 2018, an estimated $139K.
  • Vail Resorts made up 0.42% of Kaizen Advisory's portfolio in Q4 2018, its #92 holding.
  • Kaizen Advisory first reported a position in Vail Resorts in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Vail Resorts position peaked at $949K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.