KA
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Kovack Advisors’s Vail Resorts MTN Stock Holding History

Kovack 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
Q2 		– Sell
-1,083
Closed -$253K – 624
2023
Q1 		$253K Sell
1,083
-7
-0.6% -$1.69K 0.03% 451
2022
Q4 		$260K Buy
1,090
+4
+0.4% +$939 0.04% 440
2022
Q3 		$234K Buy
+1,086
New +$247K 0.03% 476
2022
Q1 		– Sell
-706
Closed -$231K – 780
2021
Q4 		$231K Sell
706
-51
-7% -$17.4K 0.02% 608
2021
Q3 		$253K Hold
757
– – 0.03% 585
2021
Q2 		$240K Buy
757
+20
+3% +$6.37K 0.03% 581
2021
Q1 		$215K Buy
+737
New +$215K 0.03% 562
2018
Q4 		– Sell
-835
Closed -$229K – 468
2018
Q3 		$229K Buy
+835
New +$240K 0.06% 360

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $18.8B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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