Mount Yale Investment Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Mount Yale Investment Advisors’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 Q2	–	Sell	-1,399	Closed	-$244K	–	453
2021 Q1	$244K	Buy	+1,399	New	+$218K	0.03%	363
2019 Q2	–	Sell	-2,150	Closed	-$201K	–	346
2019 Q1	$201K	Sell	2,150 -188	-8%	-$16.9K	0.04%	289
2018 Q4	$213K	Sell	2,338 -338	-13%	-$28.2K	0.04%	290
2018 Q3	$245K	Buy	2,676 +504	+23%	+$59.6K	0.04%	285
2018 Q2	$245K	Buy	2,172 +1,120	+106%	+$138K	0.05%	282
2018 Q1	$140K	Buy	+1,052	New	+$149K	0.03%	357

Other funds holding VAC

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Mount Yale Investment Advisors's VAC Position: Q2 2021 in Review

Mount Yale Investment Advisors sold out of Marriott Vacations Worldwide (VAC) in Q2 2021, closing a stake of 1,399 shares — an estimated $244K sold.

Mount Yale Investment Advisors first reported a position in VAC in Q1 2018 and held it in 6 quarters. The position peaked at $245K in Q3 2018. 392 funds tracked by Wall St. Rank hold VAC as of Q2 2021.

Mount Yale Investment Advisors reported no remaining Marriott Vacations Worldwide position as of Q2 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,399 Marriott Vacations Worldwide shares in Q2 2021, an estimated $244K.
Mount Yale Investment Advisors first reported a position in Marriott Vacations Worldwide in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Marriott Vacations Worldwide position peaked at $245K in Q3 2018.
392 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.