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Sowell Financial Services’s Marcus Corp MCS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,375
Closed -$45K – 1823
2021
Q1 		$45K Buy
+2,375
New +$43.9K ﹤0.01% 1702

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sowell Financial Services's MCS Position: Q2 2021 in Review

Sowell Financial Services sold out of Marcus Corp (MCS) in Q2 2021, closing a stake of 2,375 shares — an estimated $45K sold.

Sowell Financial Services first reported a position in MCS in Q1 2021 and held it in 1 quarter. The position peaked at $45K in Q1 2021. 145 funds tracked by Wall St. Rank hold MCS as of Q2 2021.

  • Sowell Financial Services reported no remaining Marcus Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,375 Marcus Corp shares in Q2 2021, an estimated $45K.
  • Sowell Financial Services first reported a position in Marcus Corp in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Marcus Corp position peaked at $45K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.