Lenox Wealth Advisors’s Marcus Corp MCS Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-58	Closed	-$1K	–	905
2021 Q4	$1K	Buy	+58	New	+$1.09K	﹤0.01%	872

Other funds holding MCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SCP

Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CPM

Corre Partners Management New York $380M AUM 11.29% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Lenox Wealth Advisors's MCS Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Marcus Corp (MCS) in Q1 2022, closing a stake of 58 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MCS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 146 funds tracked by Wall St. Rank hold MCS as of Q1 2022.

Lenox Wealth Advisors reported no remaining Marcus Corp position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 58 Marcus Corp shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Marcus Corp in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Marcus Corp position peaked at $1K in Q4 2021.
146 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.