Kowal Investment Group’s Marcus Corp MCS Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-159	Closed	-$3K	–	597
2021 Q3	$3K	Buy	+159	New	+$2.59K	﹤0.01%	741

Other funds holding MCS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CPM

Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kowal Investment Group's MCS Position: Q4 2021 in Review

Kowal Investment Group sold out of Marcus Corp (MCS) in Q4 2021, closing a stake of 159 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in MCS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 142 funds tracked by Wall St. Rank hold MCS as of Q4 2021.

Kowal Investment Group reported no remaining Marcus Corp position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 159 Marcus Corp shares in Q4 2021, an estimated $3K.
Kowal Investment Group first reported a position in Marcus Corp in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Marcus Corp position peaked at $3K in Q3 2021.
142 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.