OBGC
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O'Brien Greene & Co’s Vail Resorts MTN Stock Holding History

O'Brien Greene & Co’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
2021
Q1 		– Sell
-2,000
Closed -$558K – 134
2020
Q4 		$558K Buy
2,000
+100
+5% +$25.8K 0.23% 77
2020
Q3 		$407K Hold
1,900
– – 0.19% 79
2020
Q2 		$346K Hold
1,900
– – 0.18% 79
2020
Q1 		$281K Sell
1,900
-1,850
-49% -$398K 0.19% 82
2019
Q4 		$899K Hold
3,750
– – 0.46% 56
2019
Q3 		$853K Buy
3,750
+500
+15% +$118K 0.46% 49
2019
Q2 		$725K Hold
3,250
– – 0.38% 63
2019
Q1 		$706K Buy
+3,250
New +$664K 0.36% 63

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return