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Epoch Investment Partners’s Monarch Casino & Resort MCRI Stock Holding History

Epoch Investment Partners’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 		$290K Sell
3,035
-17,479
-85% -$1.66M ﹤0.01% 225
2025
Q4 		$1.96M Sell
20,514
-2,504
-11% -$241K 0.01% 218
2025
Q3 		$2.44M Buy
23,018
+3,327
+17% +$334K 0.01% 218
2025
Q2 		$1.7M Hold
19,691
– – 0.01% 225
2025
Q1 		$1.53M Sell
19,691
-16,598
-46% -$1.41M 0.01% 229
2024
Q4 		$2.86M Hold
36,289
– – 0.01% 222
2024
Q3 		$2.88M Sell
36,289
-2,019
-5% -$148K 0.01% 238
2024
Q2 		$2.61M Sell
38,308
-158,475
-81% -$10.8M 0.01% 242
2024
Q1 		$14.8M Sell
196,783
-19,640
-9% -$1.36M 0.07% 217
2023
Q4 		$15M Sell
216,423
-25,012
-10% -$1.59M 0.07% 230
2023
Q3 		$15M Buy
241,435
+58,551
+32% +$3.95M 0.1% 216
2023
Q2 		$12.9M Buy
182,884
+401
+0.2% +$28K 0.07% 243
2023
Q1 		$13.5M Buy
182,483
+211
+0.1% +$16.1K 0.08% 230
2022
Q4 		$14M Sell
182,272
-8,645
-5% -$654K 0.08% 230
2022
Q3 		$10.7M Sell
190,917
-2,762
-1% -$169K 0.07% 253
2022
Q2 		$11.4M Sell
193,679
-11,606
-6% -$814K 0.07% 248
2022
Q1 		$17.9M Buy
205,285
+48,388
+31% +$3.62M 0.09% 225
2021
Q4 		$11.6M Buy
156,897
+865
+0.6% +$60.4K 0.06% 262
2021
Q3 		$10.5M Sell
156,032
-36,376
-19% -$2.35M 0.06% 259
2021
Q2 		$12.7M Sell
192,408
-60,176
-24% -$4.16M 0.07% 230
2021
Q1 		$15.3M Sell
252,584
-23,409
-8% -$1.43M 0.07% 212
2020
Q4 		$16.9M Sell
275,993
-33,475
-11% -$1.68M 0.08% 194
2020
Q3 		$13.8M Sell
309,468
-6,565
-2% -$269K 0.07% 193
2020
Q2 		$10.8M Sell
316,033
-42,452
-12% -$1.41M 0.06% 208
2020
Q1 		$10.1M Buy
358,485
+11,458
+3% +$503K 0.06% 203
2019
Q4 		$16.8M Buy
347,027
+63,060
+22% +$2.8M 0.07% 174
2019
Q3 		$11.8M Buy
283,967
+74,663
+36% +$3.33M 0.05% 190
2019
Q2 		$8.95M Buy
+209,304
New +$9.16M 0.04% 203
2015
Q4 		– Sell
-559,845
Closed -$10.1M – 302
2015
Q3 		$10.1M Sell
559,845
-407,208
-42% -$7.66M 0.04% 184
2015
Q2 		$19.9M Buy
967,053
+15,372
+2% +$303K 0.07% 171
2015
Q1 		$18.2M Sell
951,681
-22,800
-2% -$408K 0.07% 174
2014
Q4 		$16.2M Buy
974,481
+9,804
+1% +$149K 0.06% 178
2014
Q3 		$11.5M Sell
964,677
-39,920
-4% -$527K 0.04% 190
2014
Q2 		$15.2M Sell
1,004,597
-94,030
-9% -$1.52M 0.06% 183
2014
Q1 		$20.4M Buy
1,098,627
+49,453
+5% +$927K 0.08% 177
2013
Q4 		$21.1M Buy
1,049,174
+264,760
+34% +$4.97M 0.09% 181
2013
Q3 		$14.9M Buy
784,414
+49,335
+7% +$940K 0.07% 185
2013
Q2 		$12.4M Buy
+735,079
New +$9.96M 0.06% 186

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
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 $1.56T 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

Epoch Investment Partners's MCRI Position: Q1 2026 in Review

Epoch Investment Partners reduced its Monarch Casino & Resort (MCRI) stake by 85% in Q1 2026, selling an estimated $1.66M and leaving 3,035 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Epoch Investment Partners first reported a position in MCRI in Q2 2013 and has held it in 38 quarters since. The position peaked at $21.1M in Q4 2013. 240 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

  • Epoch Investment Partners held 3,035 shares of Monarch Casino & Resort worth $290K as of Q1 2026.
  • Epoch Investment Partners sold 17,479 Monarch Casino & Resort shares in Q1 2026, an estimated $1.66M.
  • Monarch Casino & Resort made up ﹤0.01% of Epoch Investment Partners's portfolio in Q1 2026, its #225 holding.
  • Epoch Investment Partners first reported a position in Monarch Casino & Resort in Q2 2013 and has held it in 38 quarters since.
  • Epoch Investment Partners's Monarch Casino & Resort position peaked at $21.1M in Q4 2013.
  • 240 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.