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Hemington Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Hemington Wealth 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
2025
Q3 		$5K Hold
53
– – ﹤0.01% 1123
2025
Q2 		$4K Sell
53
-2
-4% -$161 ﹤0.01% 1169
2025
Q1 		$4K Hold
55
– – ﹤0.01% 1121
2024
Q4 		$4K Hold
55
– – ﹤0.01% 1092
2024
Q3 		$4K Buy
+55
New +$4.04K ﹤0.01% 1014

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's MCRI Position: Q3 2025 in Review

Hemington Wealth Management held its Monarch Casino & Resort (MCRI) position steady in Q3 2025 at 53 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Hemington Wealth Management first reported a position in MCRI in Q3 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold MCRI as of Q3 2025.

  • Hemington Wealth Management held 53 shares of Monarch Casino & Resort worth $5K as of Q3 2025.
  • Hemington Wealth Management left its Monarch Casino & Resort share count unchanged in Q3 2025.
  • Monarch Casino & Resort made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1123 holding.
  • Hemington Wealth Management first reported a position in Monarch Casino & Resort in Q3 2024 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.