LPL Financial’s Marcus Corp MCS Stock Holding History

LPL Financial’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 Q4	–	Sell	-32,934	Closed	-$496K	–	5385
2024 Q3	$496K	Buy	32,934 +7,944	+32%	+$105K	﹤0.01%	4005
2024 Q2	$284K	Buy	+24,990	New	+$297K	﹤0.01%	4315

Other funds holding MCS

BlackRock New York $5.72T AUM 30.48% 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

OAG

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

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's MCS Position: Q4 2024 in Review

LPL Financial sold out of Marcus Corp (MCS) in Q4 2024, closing a stake of 32,934 shares — an estimated $496K sold.

LPL Financial first reported a position in MCS in Q2 2024 and held it in 2 quarters. The position peaked at $496K in Q3 2024. 153 funds tracked by Wall St. Rank hold MCS as of Q4 2024.

LPL Financial reported no remaining Marcus Corp position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 32,934 Marcus Corp shares in Q4 2024, an estimated $496K.
LPL Financial first reported a position in Marcus Corp in Q2 2024 and held it in 2 quarters.
LPL Financial's Marcus Corp position peaked at $496K in Q3 2024.
153 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.