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Lee Financial’s Vail Resorts MTN Stock Holding History

Lee Financial’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
2024
Q2 		– Sell
-2,691
Closed -$600K – 156
2024
Q1 		$600K Sell
2,691
-30
-1% -$6.67K 0.1% 89
2023
Q4 		$582K Buy
2,721
+10
+0.4% +$2.19K 0.1% 87
2023
Q3 		$602K Sell
2,711
-200
-7% -$47.5K 0.11% 80
2023
Q2 		$734K Buy
2,911
+2,861
+5,722% +$697K 0.13% 71
2023
Q1 		$11.7K Sell
50
-8
-14% -$1.93K ﹤0.01% 389
2022
Q4 		$13.8K Hold
58
– – ﹤0.01% 408
2022
Q3 		$12K Buy
58
+16
+38% +$3.64K ﹤0.01% 410
2022
Q2 		$9K Buy
42
+9
+27% +$2.2K ﹤0.01% 467
2022
Q1 		$9K Sell
33
-6
-15% -$1.63K ﹤0.01% 452
2021
Q4 		$13K Buy
39
+6
+18% +$2.04K ﹤0.01% 445
2021
Q3 		$11K Hold
33
– – ﹤0.01% 410
2021
Q2 		$10K Hold
33
– – ﹤0.01% 410
2021
Q1 		$10K Hold
33
– – ﹤0.01% 386
2020
Q4 		$9K Hold
33
– – ﹤0.01% 388
2020
Q3 		$7K Hold
33
– – ﹤0.01% 437
2020
Q2 		$6K Sell
33
-2
-6% -$350 ﹤0.01% 424
2020
Q1 		$5K Sell
35
-15
-30% -$3.23K ﹤0.01% 379
2019
Q4 		$12K Hold
50
– – ﹤0.01% 317
2019
Q3 		$11K Hold
50
– – ﹤0.01% 325
2019
Q2 		$11K Hold
50
– – ﹤0.01% 339
2019
Q1 		$11K Buy
+50
New +$10.2K ﹤0.01% 326

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Lee Financial's MTN Position: Q2 2024 in Review

Lee Financial sold out of Vail Resorts (MTN) in Q2 2024, closing a stake of 2,691 shares — an estimated $600K sold.

Lee Financial first reported a position in MTN in Q1 2019 and held it in 21 quarters. The position peaked at $734K in Q2 2023. 475 funds tracked by Wall St. Rank hold MTN as of Q2 2024.

  • Lee Financial reported no remaining Vail Resorts position as of Q2 2024 after selling out during the quarter.
  • Lee Financial sold 2,691 Vail Resorts shares in Q2 2024, an estimated $600K.
  • Lee Financial first reported a position in Vail Resorts in Q1 2019 and held it in 21 quarters.
  • Lee Financial's Vail Resorts position peaked at $734K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2024.

Based on Lee Financial's 13F filing for Q2 2024, filed 14 Aug 2024.