ZIM
MTN icon

Zacks Investment Management’s Vail Resorts MTN Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-128,332
Closed -$28.5M – 654
2023
Q3 		$28.5M Buy
128,332
+761
+0.6% +$181K 0.37% 70
2023
Q2 		$32.1M Buy
+127,571
New +$31.1M 0.4% 72
2023
Q1 		– Sell
-6,182
Closed -$1.47M – 677
2022
Q4 		$1.47M Buy
+6,182
New +$1.45M 0.02% 311
2020
Q1 		– Sell
-20,083
Closed -$4.82M – 563
2019
Q4 		$4.82M Sell
20,083
-137
-0.7% -$32.4K 0.09% 154
2019
Q3 		$4.6M Buy
20,220
+189
+0.9% +$44.6K 0.09% 155
2019
Q2 		$4.47M Sell
20,031
-45
-0.2% -$10K 0.09% 155
2019
Q1 		$4.36M Sell
20,076
-193
-1% -$39.4K 0.09% 161
2018
Q4 		$4.27M Sell
20,269
-323
-2% -$79.9K 0.1% 149
2018
Q3 		$5.65M Buy
20,592
+96
+0.5% +$27.6K 0.12% 144
2018
Q2 		$5.62M Sell
20,496
-72
-0.4% -$17.6K 0.12% 140
2018
Q1 		$4.56M Sell
20,568
-471
-2% -$103K 0.1% 158
2017
Q4 		$4.47M Buy
21,039
+280
+1% +$62.7K 0.1% 159
2017
Q3 		$4.74M Sell
20,759
-11,729
-36% -$2.55M 0.11% 144
2017
Q2 		$6.59M Sell
32,488
-5,173
-14% -$1.04M 0.16% 123
2017
Q1 		$7.23M Buy
37,661
+5,283
+16% +$936K 0.18% 115
2016
Q4 		$5.22M Sell
32,378
-6,989
-18% -$1.11M 0.15% 128
2016
Q3 		$6.18M Buy
39,367
+664
+2% +$101K 0.17% 120
2016
Q2 		$5.35M Sell
38,703
-2,040
-5% -$269K 0.16% 132
2016
Q1 		$5.45M Buy
40,743
+1,694
+4% +$212K 0.17% 134
2015
Q4 		$5M Sell
39,049
-562
-1% -$66.1K 0.16% 136
2015
Q3 		$4.15M Buy
39,611
+1,645
+4% +$178K 0.14% 138
2015
Q2 		$4.15M Buy
37,966
+2,406
+7% +$252K 0.13% 148
2015
Q1 		$3.68M Sell
35,560
-3,961
-10% -$359K 0.12% 153
2014
Q4 		$3.6M Buy
39,521
+28,934
+273% +$2.51M 0.12% 159
2014
Q3 		$918K Buy
10,587
+1,129
+12% +$89.6K 0.03% 275
2014
Q2 		$730K Buy
+9,458
New +$664K 0.03% 327

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Zacks Investment Management's MTN Position: Q4 2023 in Review

Zacks Investment Management sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 128,332 shares — an estimated $28.5M sold.

Zacks Investment Management first reported a position in MTN in Q2 2014 and held it in 26 quarters. The position peaked at $32.1M in Q2 2023. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Zacks Investment Management reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 128,332 Vail Resorts shares in Q4 2023, an estimated $28.5M.
  • Zacks Investment Management first reported a position in Vail Resorts in Q2 2014 and held it in 26 quarters.
  • Zacks Investment Management's Vail Resorts position peaked at $32.1M in Q2 2023.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.