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Simon Quick Advisors’s Vail Resorts MTN Stock Holding History

Simon Quick Advisors’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
2024
Q4 		– Sell
-1,176
Closed -$205K – 502
2024
Q3 		$205K Sell
1,176
-1,152
-49% -$206K 0.01% 401
2024
Q2 		$419K Buy
2,328
+1,034
+80% +$206K 0.03% 240
2024
Q1 		$288K Sell
1,294
-449
-26% -$99.8K 0.02% 306
2023
Q4 		$372K Sell
1,743
-207
-11% -$45.4K 0.03% 208
2023
Q3 		$433K Buy
1,950
+508
+35% +$121K 0.04% 182
2023
Q2 		$363K Sell
1,442
-293
-17% -$71.4K 0.03% 188
2023
Q1 		$405K Buy
1,735
+825
+91% +$199K 0.04% 170
2022
Q4 		$217K Buy
+910
New +$214K 0.03% 216
2022
Q2 		– Sell
-167
Closed -$43K – 321
2022
Q1 		$43K Buy
167
+1
+0.6% +$272 0.01% 225
2021
Q4 		$55K Sell
166
-15
-8% -$5.11K 0.01% 221
2021
Q3 		$60K Buy
181
+15
+9% +$4.63K 0.02% 232
2021
Q2 		$52K Hold
166
– – 0.01% 245
2021
Q1 		$48K Hold
166
– – 0.01% 260
2020
Q4 		$46K Buy
+166
New +$42.9K 0.01% 239
2020
Q1 		– Sell
-205
Closed -$49K – 629
2019
Q4 		$49K Buy
205
+5
+3% +$1.18K 0.02% 226
2019
Q3 		$46K Hold
200
– – 0.02% 182
2019
Q2 		$44.6K Buy
+200
New +$44.4K 0.02% 129

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Simon Quick Advisors's MTN Position: Q4 2024 in Review

Simon Quick Advisors sold out of Vail Resorts (MTN) in Q4 2024, closing a stake of 1,176 shares — an estimated $205K sold.

Simon Quick Advisors first reported a position in MTN in Q2 2019 and held it in 17 quarters. The position peaked at $433K in Q3 2023. 477 funds tracked by Wall St. Rank hold MTN as of Q4 2024.

  • Simon Quick Advisors reported no remaining Vail Resorts position as of Q4 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 1,176 Vail Resorts shares in Q4 2024, an estimated $205K.
  • Simon Quick Advisors first reported a position in Vail Resorts in Q2 2019 and held it in 17 quarters.
  • Simon Quick Advisors's Vail Resorts position peaked at $433K in Q3 2023.
  • 477 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2024.

Based on Simon Quick Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.