Schroder Investment Management Group’s Vail Resorts MTN Stock Holding History

Schroder Investment Management Group’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
2023 Q2	–	Sell	-957	Closed	-$224K	–	1266
2023 Q1	$224K	Hold	957	–	–	﹤0.01%	1206
2022 Q4	$228K	Buy	+957	New	+$225K	﹤0.01%	1235
2022 Q1	–	Sell	-1,005	Closed	-$329K	–	1505
2021 Q4	$329K	Hold	1,005	–	–	﹤0.01%	1169
2021 Q3	$336K	Hold	1,005	–	–	﹤0.01%	1263
2021 Q2	$319K	Sell	1,005 -2,369	-70%	-$755K	﹤0.01%	1280
2021 Q1	$984K	Buy	3,374 +2,772	+460%	+$807K	﹤0.01%	1159
2020 Q4	$168K	Hold	602	–	–	﹤0.01%	1325
2020 Q3	$131K	Hold	602	–	–	﹤0.01%	1225
2020 Q2	$110K	Hold	602	–	–	﹤0.01%	1152
2020 Q1	$85K	Buy	+602	New	+$130K	﹤0.01%	1193

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

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

BlackRock New York $6.73T AUM 46.02% 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

SCA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group's MTN Position: Q2 2023 in Review

Schroder Investment Management Group sold out of Vail Resorts (MTN) in Q2 2023, closing a stake of 957 shares — an estimated $224K sold.

Schroder Investment Management Group first reported a position in MTN in Q1 2020 and held it in 10 quarters. The position peaked at $984K in Q1 2021. 485 funds tracked by Wall St. Rank hold MTN as of Q2 2023.

Schroder Investment Management Group reported no remaining Vail Resorts position as of Q2 2023 after selling out during the quarter.
Schroder Investment Management Group sold 957 Vail Resorts shares in Q2 2023, an estimated $224K.
Schroder Investment Management Group first reported a position in Vail Resorts in Q1 2020 and held it in 10 quarters.
Schroder Investment Management Group's Vail Resorts position peaked at $984K in Q1 2021.
485 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.