Covestor
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Covestor’s Monarch Casino & Resort MCRI Stock Holding History

Covestor’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
Q3 		$9K Sell
79
-25
-24% -$3.06K 0.01% 1564
2026
Q2 		$14K Buy
104
+11
+12% +$1.28K 0.01% 1335
2026
Q1 		$9K Buy
93
+16
+21% +$1.52K 0.01% 1490
2025
Q4 		$7K Sell
77
-1
-1% -$96 ﹤0.01% 1782
2025
Q3 		$8K Sell
78
-54
-41% -$5.42K ﹤0.01% 1742
2025
Q2 		$11K Buy
132
+12
+10% +$968 0.01% 1534
2025
Q1 		$9K Buy
120
+4
+3% +$340 0.01% 1566
2024
Q4 		$9K Sell
116
-32
-22% -$2.58K 0.01% 1598
2024
Q3 		$12K Buy
148
+2
+1% +$147 0.01% 1444
2024
Q2 		$10K Sell
146
-4
-3% -$274 0.01% 1546
2024
Q1 		$11K Buy
150
+12
+9% +$832 0.01% 1519
2023
Q4 		$9K Buy
138
+21
+18% +$1.34K 0.01% 1645
2023
Q3 		$7K Buy
117
+5
+4% +$337 0.01% 1628
2023
Q2 		$8K Buy
112
+110
+5,500% +$7.67K 0.01% 1580
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2349
2022
Q4 		$0 Hold
2
– – ﹤0.01% 2375
2022
Q3 		$0 Sell
2
-2
-50% -$123 ﹤0.01% 2343
2022
Q2 		$0 Sell
4
-4
-50% -$281 ﹤0.01% 2173
2022
Q1 		$1K Sell
8
-2
-20% -$150 ﹤0.01% 1881
2021
Q4 		$1K Buy
+10
New +$698 ﹤0.01% 1829

Other funds holding MCRI

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's MCRI Position: Q3 2026 in Review

Covestor reduced its Monarch Casino & Resort (MCRI) stake by 24% in Q3 2026, selling an estimated $3.06K and leaving 79 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1564.

Covestor first reported a position in MCRI in Q4 2021 and has held it in 20 quarters since. The position peaked at $14K in Q2 2026. 164 funds tracked by Wall St. Rank hold MCRI as of Q3 2026.

  • Covestor held 79 shares of Monarch Casino & Resort worth $9K as of Q3 2026.
  • Covestor sold 25 Monarch Casino & Resort shares in Q3 2026, an estimated $3.06K.
  • Monarch Casino & Resort made up 0.01% of Covestor's portfolio in Q3 2026, its #1564 holding.
  • Covestor first reported a position in Monarch Casino & Resort in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Monarch Casino & Resort position peaked at $14K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.