MassMutual Private Wealth & Trust’s Monarch Casino & Resort MCRI Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$17.1K	Hold	130	–	–	﹤0.01%	1171
2026 Q1	$12.4K	Hold	130	–	–	﹤0.01%	1279
2025 Q4	$12.4K	Buy	130 +36	+38%	+$3.46K	﹤0.01%	1296
2025 Q3	$9.95K	Hold	94	–	–	﹤0.01%	1401
2025 Q2	$8.13K	Hold	94	–	–	﹤0.01%	1446
2025 Q1	$7.31K	Sell	94 -11	-10%	-$936	﹤0.01%	1420
2024 Q4	$8.29K	Hold	105	–	–	﹤0.01%	1331
2024 Q3	$8.32K	Buy	105 +17	+19%	+$1.25K	﹤0.01%	1186
2024 Q2	$6K	Buy	88 +52	+144%	+$3.56K	﹤0.01%	1255
2024 Q1	$2.7K	Buy	36 +9	+33%	+$624	﹤0.01%	1451
2023 Q4	$1.87K	Buy	27 +7	+35%	+$446	﹤0.01%	1520
2023 Q3	$1.24K	Hold	20	–	–	﹤0.01%	1629
2023 Q2	$1.41K	Hold	20	–	–	﹤0.01%	1571
2023 Q1	$1.48K	Hold	20	–	–	﹤0.01%	1499
2022 Q4	$2K	Buy	+20	New	+$1.51K	﹤0.01%	1278

Other funds holding MCRI

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return