LGT Financial Advisors’s Marcus Corp MCS Stock Holding History

LGT Financial 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
2024 Q2	–	Sell	-1,024	Closed	-$14.6K	–	827
2024 Q1	$14.6K	Buy	+1,024	New	+$14.5K	0.02%	426

Other funds holding MCS

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

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGT Financial Advisors's MCS Position: Q2 2024 in Review

LGT Financial Advisors sold out of Marcus Corp (MCS) in Q2 2024, closing a stake of 1,024 shares — an estimated $14.6K sold.

LGT Financial Advisors first reported a position in MCS in Q1 2024 and held it in 1 quarter. The position peaked at $14.6K in Q1 2024. 145 funds tracked by Wall St. Rank hold MCS as of Q2 2024.

LGT Financial Advisors reported no remaining Marcus Corp position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 1,024 Marcus Corp shares in Q2 2024, an estimated $14.6K.
LGT Financial Advisors first reported a position in Marcus Corp in Q1 2024 and held it in 1 quarter.
LGT Financial Advisors's Marcus Corp position peaked at $14.6K in Q1 2024.
145 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.