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Financial Gravity Asset Management’s Marcus Corp MCS Stock Holding History

Financial Gravity Asset Management’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
2020
Q4 		$0 Buy
+1
New +$10 ﹤0.01% 600
2019
Q4 		$29K Sell
900
-15
-2% -$507 0.02% 879
2019
Q3 		$34K Hold
915
– – 0.03% 352
2019
Q2 		$30K Buy
915
+888
+3,289% +$32.6K 0.02% 416
2019
Q1 		$1K Buy
+27
New +$1.12K ﹤0.01% 1139
2018
Q3 		$2K Buy
49
+26
+113% +$987 ﹤0.01% 978
2018
Q2 		$1K Sell
23
-21
-48% -$662 ﹤0.01% 1206
2018
Q1 		$1K Buy
+44
New +$1.21K ﹤0.01% 1195

Other funds holding MCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $104M AUM

Financial Gravity Asset Management's MCS Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Marcus Corp (MCS) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MCS as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in MCS in Q1 2018 and has held it in 8 quarters since. The position peaked at $34K in Q3 2019. 143 funds tracked by Wall St. Rank hold MCS as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of Marcus Corp worth $0 as of Q4 2020.
  • Marcus Corp was a new Financial Gravity Asset Management position in Q4 2020.
  • Marcus Corp made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #600 holding.
  • Financial Gravity Asset Management first reported a position in Marcus Corp in Q1 2018 and has held it in 8 quarters since.
  • Financial Gravity Asset Management's Marcus Corp position peaked at $34K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.