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Concurrent Investment Advisors, LLC → VAC
Concurrent Investment Advisors, LLC VAC Position History
Marriott Vacations Worldwide Corporation • Consumer Cyclical
Quarters held
8
Latest value
$170K
Q3 2026
Peak value
$393K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $136K |
| Q4 2025 | $108K |
| Q1 2026 | $180K |
| Q1 2026 | $133K |
| Q2 2026 | $182K |
| Q2 2026 | $393K |
| Q3 2026 | $349K |
| Q3 2026 | $170K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $170K | 1.7K | — | — |
| Q3 2026 | $349K | 3.4K | — | — |
| Q2 2026 | $393K | 3.9K | — | — |
| Q2 2026 | $182K | 1.8K | — | — |
| Q1 2026 | $133K | 2.0K | — | — |
| Q1 2026 | $180K | 2.8K | — | — |
| Q4 2025 | $108K | 1.9K | — | — |
| Q4 2025 | $136K | 2.4K | — | — |
Other funds holding VAC
$5.3B
$375.6M
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$332.9M
$295.2M
$274.6M
$235.2M