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Advisory Research’s Monarch Casino & Resort MCRI Stock Holding History

Advisory Research’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,567
Closed -$2.49M – 154
2025
Q3 		$2.49M Hold
23,567
– – 0.33% 69
2025
Q2 		$2.04M Sell
23,567
-1,595
-6% -$129K 0.31% 68
2025
Q1 		$1.96M Sell
25,162
-283
-1% -$24.1K 0.34% 61
2024
Q4 		$2.01M Buy
25,445
+8
+0% +$645 0.33% 62
2024
Q3 		$2.02M Sell
25,437
-81,238
-76% -$5.97M 0.36% 64
2024
Q2 		$7.27M Sell
106,675
-27,825
-21% -$1.9M 1.37% 26
2024
Q1 		$10.1M Buy
134,500
+10,779
+9% +$747K 2.01% 15
2023
Q4 		$8.56M Sell
123,721
-5,540
-4% -$353K 1.32% 17
2023
Q3 		$8.03M Buy
129,261
+625
+0.5% +$42.1K 1.11% 16
2023
Q2 		$9.06M Buy
128,636
+12,850
+11% +$896K 1.16% 17
2023
Q1 		$8.59M Buy
115,786
+29,045
+33% +$2.21M 1.41% 16
2022
Q4 		$6.67M Buy
86,741
+3,596
+4% +$272K 0.63% 36
2022
Q3 		$4.67M Sell
83,145
-1,120
-1% -$68.6K 0.46% 42
2022
Q2 		$4.94M Buy
84,265
+1,790
+2% +$126K 0.48% 42
2022
Q1 		$7.19M Buy
82,475
+2,545
+3% +$190K 0.58% 36
2021
Q4 		$5.91M Sell
79,930
-155,901
-66% -$10.9M 0.47% 48
2021
Q3 		$15.8M Sell
235,831
-5,418
-2% -$350K 1.01% 28
2021
Q2 		$16M Buy
241,249
+92,065
+62% +$6.36M 1.05% 18
2021
Q1 		$9.04M Buy
+149,184
New +$9.11M 0.64% 60

Other funds holding MCRI

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advisory Research's MCRI Position: Q4 2025 in Review

Advisory Research sold out of Monarch Casino & Resort (MCRI) in Q4 2025, closing a stake of 23,567 shares — an estimated $2.49M sold.

Advisory Research first reported a position in MCRI in Q1 2021 and held it in 19 quarters. The position peaked at $16M in Q2 2021. 225 funds tracked by Wall St. Rank hold MCRI as of Q4 2025.

  • Advisory Research reported no remaining Monarch Casino & Resort position as of Q4 2025 after selling out during the quarter.
  • Advisory Research sold 23,567 Monarch Casino & Resort shares in Q4 2025, an estimated $2.49M.
  • Advisory Research first reported a position in Monarch Casino & Resort in Q1 2021 and held it in 19 quarters.
  • Advisory Research's Monarch Casino & Resort position peaked at $16M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2025.

Based on Advisory Research's 13F filing for Q4 2025, filed 13 Feb 2026.