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Marks Group Wealth Management’s Vail Resorts MTN Stock Holding History

Marks Group Wealth Management’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
Q3 		– Sell
-799
Closed -$201K – 281
2023
Q2 		$201K Buy
+799
New +$195K 0.02% 272
2022
Q1 		– Sell
-699
Closed -$229K – 324
2021
Q4 		$229K Sell
699
-56
-7% -$19.1K 0.03% 289
2021
Q3 		$252K Sell
755
-23
-3% -$7.09K 0.03% 258
2021
Q2 		$246K Sell
778
-44
-5% -$14K 0.03% 234
2021
Q1 		$240K Sell
822
-5
-0.6% -$1.46K 0.04% 223
2020
Q4 		$231K Buy
+827
New +$214K 0.04% 232
2020
Q1 		– Sell
-857
Closed -$205K – 240
2019
Q4 		$205K Buy
+857
New +$203K 0.04% 227

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.8B 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return