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Global Retirement Partners’s Marcus Corp MCS Stock Holding History

Global Retirement Partners’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
2024
Q4 		$4.04K Hold
188
– – ﹤0.01% 2779
2024
Q3 		$2.83K Buy
188
+149
+382% +$1.96K ﹤0.01% 2811
2024
Q2 		$443 Buy
+39
New +$464 ﹤0.01% 3315

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Global Retirement Partners's MCS Position: Q4 2024 in Review

Global Retirement Partners held its Marcus Corp (MCS) position steady in Q4 2024 at 188 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Global Retirement Partners first reported a position in MCS in Q2 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold MCS as of Q4 2024.

  • Global Retirement Partners held 188 shares of Marcus Corp worth $4.04K as of Q4 2024.
  • Global Retirement Partners left its Marcus Corp share count unchanged in Q4 2024.
  • Marcus Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2779 holding.
  • Global Retirement Partners first reported a position in Marcus Corp in Q2 2024 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.