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Virtus Investment Advisers’s Marcus Corp MCS Stock Holding History

Virtus Investment Advisers’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
2025
Q1 		– Sell
-10,500
Closed -$226K – 596
2024
Q4 		$226K Buy
+10,500
New +$208K 0.18% 185
2023
Q1 		– Sell
-7,516
Closed -$108K – 318
2022
Q4 		$108K Hold
7,516
– – 0.07% 266
2022
Q3 		$104K Buy
+7,516
New +$121K 0.05% 289

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Virtus Investment Advisers's MCS Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Marcus Corp (MCS) in Q1 2025, closing a stake of 10,500 shares — an estimated $226K sold.

Virtus Investment Advisers first reported a position in MCS in Q3 2022 and held it in 3 quarters. The position peaked at $226K in Q4 2024. 157 funds tracked by Wall St. Rank hold MCS as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Marcus Corp position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 10,500 Marcus Corp shares in Q1 2025, an estimated $226K.
  • Virtus Investment Advisers first reported a position in Marcus Corp in Q3 2022 and held it in 3 quarters.
  • Virtus Investment Advisers's Marcus Corp position peaked at $226K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.