LPL Financial
MCRI icon

LPL Financial’s Monarch Casino & Resort MCRI Stock Holding History

LPL Financial’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 		$1.06M Sell
11,085
-1,518
-12% -$144K ﹤0.01% 4125
2025
Q4 		$1.21M Buy
12,603
+464
+4% +$44.6K ﹤0.01% 3883
2025
Q3 		$1.28M Sell
12,139
-938
-7% -$94.1K ﹤0.01% 3761
2025
Q2 		$1.13M Buy
13,077
+4,877
+59% +$393K ﹤0.01% 3640
2025
Q1 		$638K Buy
8,200
+1,463
+22% +$125K ﹤0.01% 3938
2024
Q4 		$532K Buy
6,737
+2,155
+47% +$174K ﹤0.01% 4043
2024
Q3 		$363K Buy
4,582
+57
+1% +$4.19K ﹤0.01% 4274
2024
Q2 		$308K Buy
4,525
+79
+2% +$5.41K ﹤0.01% 4246
2024
Q1 		$333K Buy
4,446
+232
+6% +$16.1K ﹤0.01% 4119
2023
Q4 		$291K Buy
4,214
+334
+9% +$21.3K ﹤0.01% 4110
2023
Q3 		$241K Buy
3,880
+534
+16% +$36K ﹤0.01% 4102
2023
Q2 		$236K Sell
3,346
-224
-6% -$15.6K ﹤0.01% 4034
2023
Q1 		$265K Sell
3,570
-396
-10% -$30.1K ﹤0.01% 3834
2022
Q4 		$305K Buy
+3,966
New +$300K ﹤0.01% 3640

Other funds holding MCRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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 $1.47T 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