MFG
VAC icon

Monumental Financial Group’s Marriott Vacations Worldwide VAC Stock Holding History

Monumental Financial Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40
Closed -$6K – 89
2021
Q2 		$6K Buy
+40
New +$6.85K 0.01% 89

Other funds holding VAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Monumental Financial Group's VAC Position: Q3 2021 in Review

Monumental Financial Group sold out of Marriott Vacations Worldwide (VAC) in Q3 2021, closing a stake of 40 shares — an estimated $6K sold.

Monumental Financial Group first reported a position in VAC in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 370 funds tracked by Wall St. Rank hold VAC as of Q3 2021.

  • Monumental Financial Group reported no remaining Marriott Vacations Worldwide position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 40 Marriott Vacations Worldwide shares in Q3 2021, an estimated $6K.
  • Monumental Financial Group first reported a position in Marriott Vacations Worldwide in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Marriott Vacations Worldwide position peaked at $6K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.