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Yousif Capital Management’s Marcus Corp MCS Stock Holding History

Yousif Capital Management’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
2024
Q2 		– Sell
-11,068
Closed -$158K – 1977
2024
Q1 		$158K Sell
11,068
-1,135
-9% -$16.1K ﹤0.01% 1894
2023
Q4 		$178K Sell
12,203
-190
-2% -$2.85K ﹤0.01% 1892
2023
Q3 		$192K Sell
12,393
-720
-5% -$11.1K ﹤0.01% 1861
2023
Q2 		$194K Sell
13,113
-903
-6% -$14.6K ﹤0.01% 1853
2023
Q1 		$224K Sell
14,016
-1,305
-9% -$20K ﹤0.01% 1803
2022
Q4 		$220K Sell
15,321
-4,085
-21% -$61.9K ﹤0.01% 1803
2022
Q3 		$270K Buy
19,406
+1,025
+6% +$16.5K ﹤0.01% 1722
2022
Q2 		$271K Sell
18,381
-1,985
-10% -$30.5K ﹤0.01% 1751
2022
Q1 		$360K Buy
20,366
+325
+2% +$5.7K ﹤0.01% 1746
2021
Q4 		$358K Buy
+20,041
New +$375K ﹤0.01% 1765

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Yousif Capital Management's MCS Position: Q2 2024 in Review

Yousif Capital Management sold out of Marcus Corp (MCS) in Q2 2024, closing a stake of 11,068 shares — an estimated $158K sold.

Yousif Capital Management first reported a position in MCS in Q4 2021 and held it in 10 quarters. The position peaked at $360K in Q1 2022. 145 funds tracked by Wall St. Rank hold MCS as of Q2 2024.

  • Yousif Capital Management reported no remaining Marcus Corp position as of Q2 2024 after selling out during the quarter.
  • Yousif Capital Management sold 11,068 Marcus Corp shares in Q2 2024, an estimated $158K.
  • Yousif Capital Management first reported a position in Marcus Corp in Q4 2021 and held it in 10 quarters.
  • Yousif Capital Management's Marcus Corp position peaked at $360K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2024.

Based on Yousif Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.