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Choate Investment Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Choate Investment Advisors’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
2026
Q1 		$287K Hold
3,000
– – 0.01% 384
2025
Q4 		$287K Hold
3,000
– – 0.01% 378
2025
Q3 		$318K Hold
3,000
– – 0.01% 351
2025
Q2 		$259K Hold
3,000
– – 0.01% 357
2025
Q1 		$233K Hold
3,000
– – 0.01% 364
2024
Q4 		$237K Hold
3,000
– – 0.01% 366
2024
Q3 		$238K Hold
3,000
– – 0.01% 346
2024
Q2 		$204K Hold
3,000
– – 0.01% 359
2024
Q1 		$225K Buy
+3,000
New +$208K 0.01% 377

Other funds holding MCRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return