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Strategic Investment Advisors’s Vail Resorts MTN Stock Holding History

Strategic Investment 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
2023
Q1 		– Sell
-992
Closed -$236K – 246
2022
Q4 		$236K Buy
+992
New +$233K 0.05% 210
2022
Q3 		– Sell
-1,028
Closed -$224K – 195
2022
Q2 		$224K Buy
+1,028
New +$251K 0.04% 195

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
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

Strategic Investment Advisors's MTN Position: Q1 2023 in Review

Strategic Investment Advisors sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 992 shares — an estimated $236K sold.

Strategic Investment Advisors first reported a position in MTN in Q2 2022 and held it in 2 quarters. The position peaked at $236K in Q4 2022. 484 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Strategic Investment Advisors reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 992 Vail Resorts shares in Q1 2023, an estimated $236K.
  • Strategic Investment Advisors first reported a position in Vail Resorts in Q2 2022 and held it in 2 quarters.
  • Strategic Investment Advisors's Vail Resorts position peaked at $236K in Q4 2022.
  • 484 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Strategic Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.