Y-Intercept (HK)’s Monarch Casino & Resort MCRI Stock Holding History

Y-Intercept (HK)’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
2026 Q2	–	Sell	-28,154	Closed	-$2.69M	–	1985
2026 Q1	$2.69M	Buy	28,154 +10,186	+57%	+$969K	0.05%	584
2025 Q4	$1.72M	Buy	+17,968	New	+$1.73M	0.04%	693
2025 Q3	–	Sell	-7,969	Closed	-$689K	–	1845
2025 Q2	$689K	Buy	+7,969	New	+$643K	0.02%	1083
2025 Q1	–	Sell	-6,598	Closed	-$521K	–	1449
2024 Q4	$521K	Buy	+6,598	New	+$532K	0.03%	703
2023 Q1	–	Sell	-3,960	Closed	-$304K	–	1391
2022 Q4	$304K	Buy	+3,960	New	+$299K	0.04%	651

Other funds holding MCRI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return