Lido Advisors
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Lido Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Lido Advisors’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
2025
Q2 		– Sell
-3,431
Closed -$267K – 1710
2025
Q1 		$267K Sell
3,431
-104
-3% -$8.85K ﹤0.01% 1258
2024
Q4 		$279K Buy
3,535
+869
+33% +$70.1K ﹤0.01% 1242
2024
Q3 		$211K Buy
+2,666
New +$196K ﹤0.01% 1312
2023
Q1 		– Sell
-6,236
Closed -$479K – 1210
2022
Q4 		$479K Buy
6,236
+299
+5% +$22.6K 0.01% 604
2022
Q3 		$333K Buy
+5,937
New +$364K ﹤0.01% 715

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Lido Advisors's MCRI Position: Q2 2025 in Review

Lido Advisors sold out of Monarch Casino & Resort (MCRI) in Q2 2025, closing a stake of 3,431 shares — an estimated $267K sold.

Lido Advisors first reported a position in MCRI in Q3 2022 and held it in 5 quarters. The position peaked at $479K in Q4 2022. 213 funds tracked by Wall St. Rank hold MCRI as of Q2 2025.

  • Lido Advisors reported no remaining Monarch Casino & Resort position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 3,431 Monarch Casino & Resort shares in Q2 2025, an estimated $267K.
  • Lido Advisors first reported a position in Monarch Casino & Resort in Q3 2022 and held it in 5 quarters.
  • Lido Advisors's Monarch Casino & Resort position peaked at $479K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.