Morton Brown Family Wealth’s Vail Resorts MTN Stock Holding History

Morton Brown Family Wealth’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 Q4	–	Sell	-166	Closed	-$28.9K	–	292
2024 Q3	$28.9K	Hold	166	–	–	0.01%	119
2024 Q2	$29.8K	Hold	166	–	–	0.01%	113
2024 Q1	$37K	Hold	166	–	–	0.02%	97
2023 Q4	$35.4K	Hold	166	–	–	0.02%	119
2023 Q3	$36.8K	Hold	166	–	–	0.02%	88
2023 Q2	$41.8K	Hold	166	–	–	0.02%	84
2023 Q1	$38.8K	Hold	166	–	–	0.02%	82
2022 Q4	$39.6K	Sell	166 -5	-3%	-$1.17K	0.03%	80
2022 Q3	$37K	Buy	171 +2	+1%	+$455	0.03%	75
2022 Q2	$37K	Buy	169 +3	+2%	+$734	0.03%	74
2022 Q1	$43K	Sell	166 -165	-50%	-$44.9K	0.03%	74
2021 Q4	$109K	Buy	+331	New	+$113K	0.08%	57

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morton Brown Family Wealth's MTN Position: Q4 2024 in Review

Morton Brown Family Wealth sold out of Vail Resorts (MTN) in Q4 2024, closing a stake of 166 shares — an estimated $28.9K sold.

Morton Brown Family Wealth first reported a position in MTN in Q4 2021 and held it in 12 quarters. The position peaked at $109K in Q4 2021. 474 funds tracked by Wall St. Rank hold MTN as of Q4 2024.

Morton Brown Family Wealth reported no remaining Vail Resorts position as of Q4 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 166 Vail Resorts shares in Q4 2024, an estimated $28.9K.
Morton Brown Family Wealth first reported a position in Vail Resorts in Q4 2021 and held it in 12 quarters.
Morton Brown Family Wealth's Vail Resorts position peaked at $109K in Q4 2021.
474 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2024.

Based on Morton Brown Family Wealth's 13F filing for Q4 2024, filed 31 Jan 2025.