SFG
MTN icon

Steward Financial Group’s Vail Resorts MTN Stock Holding History

Steward Financial 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
Q3 		$5K Buy
+27
New +$6.41K ﹤0.01% 629
2023
Q2 		– Sell
-15
Closed -$3K – 792
2023
Q1 		$3K Buy
15
+5
+50% +$1.21K ﹤0.01% 426
2022
Q4 		$2K Buy
+10
New +$2.35K ﹤0.01% 339
2022
Q3 		– Sell
-8
Closed -$1K – 860
2022
Q2 		$1K Buy
+8
New +$1.96K ﹤0.01% 803

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Steward Financial Group's MTN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vail Resorts (MTN) in Q3 2023: 27 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MTN as recently as Q1 2023.

Steward Financial Group first reported a position in MTN in Q2 2022 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

  • Steward Financial Group held 27 shares of Vail Resorts worth $5K as of Q3 2023.
  • Vail Resorts was a new Steward Financial Group position in Q3 2023.
  • Vail Resorts made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #629 holding.
  • Steward Financial Group first reported a position in Vail Resorts in Q2 2022 and has held it in 4 quarters since.
  • 503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.