IEQ Capital’s Marcus Corp MCS Stock Holding History

IEQ Capital’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
2025 Q1	–	Sell	-10,218	Closed	-$220K	–	1683
2024 Q4	$220K	Buy	+10,218	New	+$203K	﹤0.01%	1164

Other funds holding MCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IEQ Capital's MCS Position: Q1 2025 in Review

IEQ Capital sold out of Marcus Corp (MCS) in Q1 2025, closing a stake of 10,218 shares — an estimated $220K sold.

IEQ Capital first reported a position in MCS in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 157 funds tracked by Wall St. Rank hold MCS as of Q1 2025.

IEQ Capital reported no remaining Marcus Corp position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 10,218 Marcus Corp shares in Q1 2025, an estimated $220K.
IEQ Capital first reported a position in Marcus Corp in Q4 2024 and held it in 1 quarter.
IEQ Capital's Marcus Corp position peaked at $220K in Q4 2024.
157 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.