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 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 $3.37T AUM 44.26% 1-Year Est. Return

SCA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Marks Group Wealth Management's MTN Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Vail Resorts (MTN) in Q3 2023, closing a stake of 799 shares — an estimated $201K sold.

Marks Group Wealth Management first reported a position in MTN in Q4 2019 and held it in 7 quarters. The position peaked at $252K in Q3 2021. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

Marks Group Wealth Management reported no remaining Vail Resorts position as of Q3 2023 after selling out during the quarter.
Marks Group Wealth Management sold 799 Vail Resorts shares in Q3 2023, an estimated $201K.
Marks Group Wealth Management first reported a position in Vail Resorts in Q4 2019 and held it in 7 quarters.
Marks Group Wealth Management's Vail Resorts position peaked at $252K in Q3 2021.
503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.