EverSource Wealth Advisors’s Marcus Corp MCS Stock Holding History

EverSource Wealth Advisors’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.09K	Sell	413 -77	-16%	-$1.23K	﹤0.01%	3098
2025 Q4	$7.6K	Sell	490 -108	-18%	-$1.6K	﹤0.01%	2927
2025 Q3	$9.28K	Sell	598 -414	-41%	-$6.64K	﹤0.01%	2862
2025 Q2	$17.1K	Buy	1,012 +385	+61%	+$6.5K	﹤0.01%	2423
2025 Q1	$10.5K	Sell	627 -92	-13%	-$1.78K	﹤0.01%	2086
2024 Q4	$15.5K	Buy	719 +92	+15%	+$1.82K	﹤0.01%	1764
2024 Q3	$9.45K	Hold	627	–	–	﹤0.01%	1898
2024 Q2	$7.89K	Buy	+627	New	+$7.45K	﹤0.01%	1996
2023 Q4	–	Sell	-314	Closed	-$4.87K	–	2707
2023 Q3	$4.87K	Hold	314	–	–	﹤0.01%	1719
2023 Q2	$4.66K	Hold	314	–	–	﹤0.01%	1755
2023 Q1	$5.02K	Hold	314	–	–	﹤0.01%	1643
2022 Q4	$4.52K	Hold	314	–	–	﹤0.01%	1650
2022 Q3	$4K	Buy	314 +234	+293%	+$3.77K	﹤0.01%	1453
2022 Q2	$1K	Sell	80 -118	-60%	-$1.81K	﹤0.01%	1647
2022 Q1	$3K	Hold	198	–	–	﹤0.01%	1429
2021 Q4	$3K	Buy	+198	New	+$3.71K	﹤0.01%	1439

Other funds holding MCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.15B AUM 34.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return