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 $33.1B AUM 11.16% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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