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Lebenthal Global Advisors’s Vail Resorts MTN Stock Holding History

Lebenthal Global 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
2025
Q2 		– Sell
-2,145
Closed -$343K – 200
2025
Q1 		$343K Buy
2,145
+53
+3% +$8.81K 0.06% 159
2024
Q4 		$392K Buy
2,092
+110
+6% +$19.7K 0.07% 150
2024
Q3 		$345K Buy
+1,982
New +$355K 0.07% 150

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Lebenthal Global Advisors's MTN Position: Q2 2025 in Review

Lebenthal Global Advisors sold out of Vail Resorts (MTN) in Q2 2025, closing a stake of 2,145 shares — an estimated $343K sold.

Lebenthal Global Advisors first reported a position in MTN in Q3 2024 and held it in 3 quarters. The position peaked at $392K in Q4 2024. 452 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

  • Lebenthal Global Advisors reported no remaining Vail Resorts position as of Q2 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,145 Vail Resorts shares in Q2 2025, an estimated $343K.
  • Lebenthal Global Advisors first reported a position in Vail Resorts in Q3 2024 and held it in 3 quarters.
  • Lebenthal Global Advisors's Vail Resorts position peaked at $392K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on Lebenthal Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.