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Aperio Group’s Monarch Casino & Resort MCRI Stock Holding History

Aperio Group’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
2020
Q4 		$460K Sell
7,522
-237
-3% -$11.9K ﹤0.01% 2007
2020
Q3 		$346K Buy
7,759
+305
+4% +$12.5K ﹤0.01% 2005
2020
Q2 		$254K Buy
+7,454
New +$247K ﹤0.01% 2087
2019
Q3 		– Sell
-1,370
Closed -$59K – 2569
2019
Q2 		$59K Buy
+1,370
New +$59.9K ﹤0.01% 2502

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's MCRI Position: Q4 2020 in Review

Aperio Group reduced its Monarch Casino & Resort (MCRI) stake by 3.1% in Q4 2020, selling an estimated $11.9K and leaving 7,522 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Aperio Group first reported a position in MCRI in Q2 2019 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold MCRI as of Q4 2020.

  • Aperio Group held 7,522 shares of Monarch Casino & Resort worth $460K as of Q4 2020.
  • Aperio Group sold 237 Monarch Casino & Resort shares in Q4 2020, an estimated $11.9K.
  • Monarch Casino & Resort made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2007 holding.
  • Aperio Group first reported a position in Monarch Casino & Resort in Q2 2019 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.