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Systematic Alpha Investments’s Marcus Corp MCS Stock Holding History

Systematic Alpha Investments’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
Q3 		– Sell
-158
Closed -$2K – 502
2021
Q2 		$2K Hold
158
– – ﹤0.01% 305
2021
Q1 		$3K Hold
158
– – ﹤0.01% 227
2020
Q4 		$2K Buy
+158
New +$1.6K ﹤0.01% 188

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Alpha Investments's MCS Position: Q3 2021 in Review

Systematic Alpha Investments sold out of Marcus Corp (MCS) in Q3 2021, closing a stake of 158 shares — an estimated $2K sold.

Systematic Alpha Investments first reported a position in MCS in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 133 funds tracked by Wall St. Rank hold MCS as of Q3 2021.

  • Systematic Alpha Investments reported no remaining Marcus Corp position as of Q3 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 158 Marcus Corp shares in Q3 2021, an estimated $2K.
  • Systematic Alpha Investments first reported a position in Marcus Corp in Q4 2020 and held it in 3 quarters.
  • Systematic Alpha Investments's Marcus Corp position peaked at $3K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2021.

Based on Systematic Alpha Investments's 13F filing for Q3 2021, filed 10 Nov 2021.