Sargent Bickham Lagudis’s Vail Resorts MTN Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$9.3K	Hold	39	–	–	﹤0.01%	740
2022 Q3	$8K	Hold	39	–	–	﹤0.01%	725
2022 Q2	$9K	Hold	39	–	–	﹤0.01%	715
2022 Q1	$10K	Hold	39	–	–	﹤0.01%	710
2021 Q4	$13K	Hold	39	–	–	﹤0.01%	671
2021 Q3	$13K	Hold	39	–	–	﹤0.01%	677
2021 Q2	$12K	Hold	39	–	–	﹤0.01%	688
2021 Q1	$11K	Buy	+39	New	+$11.4K	﹤0.01%	680
2019 Q2	–	Sell	-45	Closed	-$10K	–	789
2019 Q1	$10K	Hold	45	–	–	﹤0.01%	616
2018 Q4	$9K	Hold	45	–	–	﹤0.01%	595
2018 Q3	$12K	Sell	45 -25	-36%	-$7.2K	﹤0.01%	585
2018 Q2	$19K	Hold	70	–	–	﹤0.01%	497
2018 Q1	$16K	Hold	70	–	–	﹤0.01%	513
2017 Q4	$15K	Hold	70	–	–	﹤0.01%	543
2017 Q3	$16K	Buy	+70	New	+$15.2K	﹤0.01%	538

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sargent Bickham Lagudis's MTN Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vail Resorts (MTN) position steady in Q4 2022 at 39 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Sargent Bickham Lagudis first reported a position in MTN in Q3 2017 and has held it in 15 quarters since. The position peaked at $19K in Q2 2018. 511 funds tracked by Wall St. Rank hold MTN as of Q4 2022.

Sargent Bickham Lagudis held 39 shares of Vail Resorts worth $9.3K as of Q4 2022.
Sargent Bickham Lagudis left its Vail Resorts share count unchanged in Q4 2022.
Vail Resorts made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #740 holding.
Sargent Bickham Lagudis first reported a position in Vail Resorts in Q3 2017 and has held it in 15 quarters since.
Sargent Bickham Lagudis's Vail Resorts position peaked at $19K in Q2 2018.
511 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.