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

Stifel 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
Q1 		– Sell
-7,365
Closed -$509K – 3390
2023
Q4 		$509K Sell
7,365
-187
-2% -$11.9K ﹤0.01% 2546
2023
Q3 		$469K Sell
7,552
-324
-4% -$21.8K ﹤0.01% 2525
2023
Q2 		$555K Sell
7,876
-139
-2% -$9.7K ﹤0.01% 2454
2023
Q1 		$594K Buy
8,015
+1,150
+17% +$87.6K ﹤0.01% 2420
2022
Q4 		$528K Buy
6,865
+118
+2% +$8.92K ﹤0.01% 2437
2022
Q3 		$380K Buy
6,747
+79
+1% +$4.84K ﹤0.01% 2597
2022
Q2 		$392K Sell
6,668
-1,962
-23% -$138K ﹤0.01% 2609
2022
Q1 		$752K Sell
8,630
-22
-0.3% -$1.65K ﹤0.01% 2315
2021
Q4 		$640K Buy
8,652
+181
+2% +$12.6K ﹤0.01% 2448
2021
Q3 		$567K Buy
8,471
+661
+8% +$42.7K ﹤0.01% 2508
2021
Q2 		$517K Buy
+7,810
New +$539K ﹤0.01% 2566

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stifel Financial's MCRI Position: Q1 2024 in Review

Stifel Financial sold out of Monarch Casino & Resort (MCRI) in Q1 2024, closing a stake of 7,365 shares — an estimated $509K sold.

Stifel Financial first reported a position in MCRI in Q2 2021 and held it in 11 quarters. The position peaked at $752K in Q1 2022. 173 funds tracked by Wall St. Rank hold MCRI as of Q1 2024.

  • Stifel Financial reported no remaining Monarch Casino & Resort position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 7,365 Monarch Casino & Resort shares in Q1 2024, an estimated $509K.
  • Stifel Financial first reported a position in Monarch Casino & Resort in Q2 2021 and held it in 11 quarters.
  • Stifel Financial's Monarch Casino & Resort position peaked at $752K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.