Rockbridge Investment Management’s MGM Resorts International MGM Stock Holding History

Rockbridge Investment Management’s Portfolio MGM Stock Details MGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65	Closed	-$2.9K	–	422
2023 Q4	$2.9K	Buy	+65	New	+$2.55K	﹤0.01%	522
2022 Q3	–	Sell	-65	Closed	-$1.88K	–	400
2022 Q2	$1.88K	Sell	65 -10	-13%	-$359	﹤0.01%	543
2022 Q1	$3.14K	Hold	75	–	–	﹤0.01%	669
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	702
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	648
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	648
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	625
2020 Q4	$2K	Sell	75 -25	-25%	-$643	﹤0.01%	638
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	595
2020 Q2	$2K	Buy	+100	New	+$1.61K	﹤0.01%	570

Other funds holding MGM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rockbridge Investment Management's MGM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of MGM Resorts International (MGM) in Q1 2024, closing a stake of 65 shares — an estimated $2.9K sold.

Rockbridge Investment Management first reported a position in MGM in Q2 2020 and held it in 10 quarters. The position peaked at $3.14K in Q1 2022. 720 funds tracked by Wall St. Rank hold MGM as of Q1 2024.

Rockbridge Investment Management reported no remaining MGM Resorts International position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 65 MGM Resorts International shares in Q1 2024, an estimated $2.9K.
Rockbridge Investment Management first reported a position in MGM Resorts International in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's MGM Resorts International position peaked at $3.14K in Q1 2022.
720 funds tracked by Wall St. Rank held MGM Resorts International as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.