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Kapitalo Investimentos’s Vail Resorts MTN Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-654
Closed -$145K – 653
2023
Q3 		$145K Buy
+654
New +$155K 0.02% 340
2023
Q2 		– Sell
-692
Closed -$162K – 620
2023
Q1 		$162K Buy
+692
New +$167K 0.05% 195

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kapitalo Investimentos's MTN Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 654 shares — an estimated $145K sold.

Kapitalo Investimentos first reported a position in MTN in Q1 2023 and held it in 2 quarters. The position peaked at $162K in Q1 2023. 508 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 654 Vail Resorts shares in Q4 2023, an estimated $145K.
  • Kapitalo Investimentos first reported a position in Vail Resorts in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Vail Resorts position peaked at $162K in Q1 2023.
  • 508 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.