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Evergreen Capital Management’s Monarch Casino & Resort MCRI Stock Holding History

Evergreen Capital Management’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
Q2 		$289K Sell
2,198
-4
-0.2% -$466 0.01% 1242
2026
Q1 		$211K Buy
2,202
+15
+0.7% +$1.43K ﹤0.01% 1361
2025
Q4 		$209K Buy
+2,187
New +$210K ﹤0.01% 1293

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Capital Management's MCRI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Monarch Casino & Resort (MCRI) stake by 0.18% in Q2 2026, selling an estimated $466 and leaving 2,198 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1242.

Evergreen Capital Management first reported a position in MCRI in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Evergreen Capital Management held 2,198 shares of Monarch Casino & Resort worth $289K as of Q2 2026.
  • Evergreen Capital Management sold 4 Monarch Casino & Resort shares in Q2 2026, an estimated $466.
  • Monarch Casino & Resort made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1242 holding.
  • Evergreen Capital Management first reported a position in Monarch Casino & Resort in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.