Sweet Financial Partners’s MGM Resorts International MGM Stock Holding History

Sweet Financial Partners’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 Q3	$606K	Hold	15,500	–	–	0.13%	116
2024 Q2	$689K	Hold	15,500	–	–	0.16%	97
2024 Q1	$732K	Hold	15,500	–	–	0.17%	96
2023 Q4	$693K	Hold	15,500	–	–	0.16%	94
2023 Q3	$570K	Hold	15,500	–	–	0.15%	93
2023 Q2	$681K	Hold	15,500	–	–	0.18%	86
2023 Q1	$689K	Hold	15,500	–	–	0.19%	83
2022 Q4	$520K	Hold	15,500	–	–	0.15%	97
2022 Q3	$461K	Hold	15,500	–	–	0.15%	96
2022 Q2	$449K	Hold	15,500	–	–	0.14%	96
2022 Q1	$650K	Buy	15,500 +8,000	+107%	+$344K	0.17%	73
2021 Q4	$337K	Buy	+7,500	New	+$337K	0.14%	99

Other funds holding MGM

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

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sweet Financial Partners's MGM Position: Q3 2024 in Review

Sweet Financial Partners held its MGM Resorts International (MGM) position steady in Q3 2024 at 15,500 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #116.

Sweet Financial Partners first reported a position in MGM in Q4 2021 and has held it in 12 quarters since. The position peaked at $732K in Q1 2024. 692 funds tracked by Wall St. Rank hold MGM as of Q3 2024.

Sweet Financial Partners held 15,500 shares of MGM Resorts International worth $606K as of Q3 2024.
Sweet Financial Partners left its MGM Resorts International share count unchanged in Q3 2024.
MGM Resorts International made up 0.13% of Sweet Financial Partners's portfolio in Q3 2024, its #116 holding.
Sweet Financial Partners first reported a position in MGM Resorts International in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's MGM Resorts International position peaked at $732K in Q1 2024.
692 funds tracked by Wall St. Rank held MGM Resorts International as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.