Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Monarch Casino & Resort MCRI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,691
Closed -$212K – 1700
2024
Q4 		$212K Sell
2,691
-39
-1% -$3.15K ﹤0.01% 1661
2024
Q3 		$216K Buy
+2,730
New +$201K ﹤0.01% 1617

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Envestnet Portfolio Solutions's MCRI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Monarch Casino & Resort (MCRI) in Q1 2025, closing a stake of 2,691 shares — an estimated $212K sold.

Envestnet Portfolio Solutions first reported a position in MCRI in Q3 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 215 funds tracked by Wall St. Rank hold MCRI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Monarch Casino & Resort position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,691 Monarch Casino & Resort shares in Q1 2025, an estimated $212K.
  • Envestnet Portfolio Solutions first reported a position in Monarch Casino & Resort in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Monarch Casino & Resort position peaked at $216K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.