LGT Financial Advisors’s Vail Resorts MTN Stock Holding History

LGT Financial 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 Q4	–	Sell	-10	Closed	-$2.22K	–	937
2023 Q3	$2.22K	Buy	+10	New	+$2.37K	﹤0.01%	822

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LGT Financial Advisors's MTN Position: Q4 2023 in Review

LGT Financial Advisors sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 10 shares — an estimated $2.22K sold.

LGT Financial Advisors first reported a position in MTN in Q3 2023 and held it in 1 quarter. The position peaked at $2.22K in Q3 2023. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

LGT Financial Advisors reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 10 Vail Resorts shares in Q4 2023, an estimated $2.22K.
LGT Financial Advisors first reported a position in Vail Resorts in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Vail Resorts position peaked at $2.22K in Q3 2023.
509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.