Janney Montgomery Scott
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Janney Montgomery Scott’s Monarch Casino & Resort MCRI Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		– Sell
-2,940
Closed -$281K – 2940
2025
Q4 		$281K Sell
2,940
-67
-2% -$6.44K ﹤0.01% 2599
2025
Q3 		$318K Sell
3,007
-637
-17% -$63.9K ﹤0.01% 2459
2025
Q2 		$315K Sell
3,644
-280
-7% -$22.6K ﹤0.01% 2315
2025
Q1 		$305K Buy
3,924
+2
+0.1% +$170 ﹤0.01% 2300
2024
Q4 		$309K Buy
3,922
+8
+0.2% +$645 ﹤0.01% 2289
2024
Q3 		$310K Buy
3,914
+11
+0.3% +$808 ﹤0.01% 2270
2024
Q2 		$266K Sell
3,903
-138
-3% -$9.45K ﹤0.01% 2277
2024
Q1 		$303K Buy
4,041
+58
+1% +$4.02K ﹤0.01% 2337
2023
Q4 		$275K Sell
3,983
-55
-1% -$3.5K ﹤0.01% 2274
2023
Q3 		$251K Buy
4,038
+132
+3% +$8.9K ﹤0.01% 2254
2023
Q2 		$275K Buy
3,906
+442
+13% +$30.8K ﹤0.01% 2279
2023
Q1 		$257K Sell
3,464
-558
-14% -$42.5K ﹤0.01% 2141
2022
Q4 		$309K Sell
4,022
-41
-1% -$3.1K ﹤0.01% 2103
2022
Q3 		$228K Buy
+4,063
New +$249K ﹤0.01% 2197

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return