Sargent Bickham Lagudis’s Marcus Corp MCS Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	–	Sell	-1,700	Closed	-$24K	–	1080
2022 Q3	$24K	Hold	1,700	–	–	﹤0.01%	541
2022 Q2	$25K	Hold	1,700	–	–	﹤0.01%	546
2022 Q1	$30K	Hold	1,700	–	–	﹤0.01%	540
2021 Q4	$30K	Hold	1,700	–	–	﹤0.01%	545
2021 Q3	$30K	Hold	1,700	–	–	﹤0.01%	543
2021 Q2	$36K	Hold	1,700	–	–	﹤0.01%	516
2021 Q1	$34K	Buy	+1,700	New	+$31.4K	﹤0.01%	499

Other funds holding MCS

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

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

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

CPM

Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sargent Bickham Lagudis's MCS Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Marcus Corp (MCS) in Q4 2022, closing a stake of 1,700 shares — an estimated $24K sold.

Sargent Bickham Lagudis first reported a position in MCS in Q1 2021 and held it in 7 quarters. The position peaked at $36K in Q2 2021. 144 funds tracked by Wall St. Rank hold MCS as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Marcus Corp position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,700 Marcus Corp shares in Q4 2022, an estimated $24K.
Sargent Bickham Lagudis first reported a position in Marcus Corp in Q1 2021 and held it in 7 quarters.
Sargent Bickham Lagudis's Marcus Corp position peaked at $36K in Q2 2021.
144 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.