The Family Firm’s Vail Resorts MTN Stock Holding History

The Family Firm’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 Q3	–	Sell	-74	Closed	-$13.3K	–	609
2024 Q2	$13.3K	Buy	+74	New	+$14.7K	﹤0.01%	632

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

The Family Firm's MTN Position: Q3 2024 in Review

The Family Firm sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 74 shares — an estimated $13.3K sold.

The Family Firm first reported a position in MTN in Q2 2024 and held it in 1 quarter. The position peaked at $13.3K in Q2 2024. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

The Family Firm reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 74 Vail Resorts shares in Q3 2024, an estimated $13.3K.
The Family Firm first reported a position in Vail Resorts in Q2 2024 and held it in 1 quarter.
The Family Firm's Vail Resorts position peaked at $13.3K in Q2 2024.
467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.