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

Mackenzie 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
2024
Q4 		– Sell
-2,924
Closed -$232K – 1755
2024
Q3 		$232K Buy
+2,924
New +$215K ﹤0.01% 1310
2018
Q4 		– Sell
-18,975
Closed -$862K – 1197
2018
Q3 		$862K Hold
18,975
– – ﹤0.01% 788
2018
Q2 		$836K Hold
18,975
– – ﹤0.01% 704
2018
Q1 		$802K Buy
+18,975
New +$832K ﹤0.01% 664

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mackenzie Financial's MCRI Position: Q4 2024 in Review

Mackenzie Financial sold out of Monarch Casino & Resort (MCRI) in Q4 2024, closing a stake of 2,924 shares — an estimated $232K sold.

Mackenzie Financial first reported a position in MCRI in Q1 2018 and held it in 4 quarters. The position peaked at $862K in Q3 2018. 210 funds tracked by Wall St. Rank hold MCRI as of Q4 2024.

  • Mackenzie Financial reported no remaining Monarch Casino & Resort position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 2,924 Monarch Casino & Resort shares in Q4 2024, an estimated $232K.
  • Mackenzie Financial first reported a position in Monarch Casino & Resort in Q1 2018 and held it in 4 quarters.
  • Mackenzie Financial's Monarch Casino & Resort position peaked at $862K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.