ZIM
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Zacks Investment Management’s Monarch Casino & Resort MCRI Stock Holding History

Zacks Investment Management’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
2024
Q1 		– Sell
-6,223
Closed -$430K – 685
2023
Q4 		$430K Sell
6,223
-33
-0.5% -$2.1K 0.01% 485
2023
Q3 		$388K Sell
6,256
-1
-0% -$67 0.01% 479
2023
Q2 		$441K Sell
6,257
-280
-4% -$19.5K 0.01% 474
2023
Q1 		$485K Sell
6,537
-346
-5% -$26.3K 0.01% 455
2022
Q4 		$529K Buy
+6,883
New +$520K 0.01% 436
2019
Q4 		– Sell
-25,659
Closed -$1.07M – 564
2019
Q3 		$1.07M Sell
25,659
-2,516
-9% -$112K 0.02% 363
2019
Q2 		$1.2M Sell
28,175
-1,020
-3% -$44.6K 0.02% 372
2019
Q1 		$1.28M Sell
29,195
-4,222
-13% -$181K 0.03% 352
2018
Q4 		$1.27M Sell
33,417
-2,799
-8% -$114K 0.03% 306
2018
Q3 		$1.65M Buy
36,216
+60
+0.2% +$2.79K 0.03% 318
2018
Q2 		$1.59M Buy
36,156
+987
+3% +$43.5K 0.03% 330
2018
Q1 		$1.49M Sell
35,169
-17,797
-34% -$781K 0.03% 335
2017
Q4 		$2.37M Sell
52,966
-20,011
-27% -$887K 0.05% 231
2017
Q3 		$2.88M Sell
72,977
-3,050
-4% -$103K 0.07% 186
2017
Q2 		$2.3M Buy
76,027
+1,381
+2% +$41.6K 0.06% 216
2017
Q1 		$2.21M Buy
74,646
+4,565
+7% +$118K 0.06% 220
2016
Q4 		$1.81M Sell
70,081
-10,710
-13% -$265K 0.05% 226
2016
Q3 		$2.03M Buy
80,791
+6,236
+8% +$146K 0.06% 200
2016
Q2 		$1.64M Sell
74,555
-2,101
-3% -$43.1K 0.05% 246
2016
Q1 		$1.49M Buy
76,656
+24,096
+46% +$482K 0.05% 253
2015
Q4 		$1.19M Buy
+52,560
New +$1.12M 0.04% 262
2014
Q1 		– Sell
-28,604
Closed -$574K – 730
2013
Q4 		$574K Sell
28,604
-12,096
-30% -$227K 0.02% 339
2013
Q3 		$772K Buy
40,700
+6,506
+19% +$124K 0.03% 258
2013
Q2 		$577K Buy
+34,194
New +$463K 0.03% 285

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Zacks Investment Management's MCRI Position: Q1 2024 in Review

Zacks Investment Management sold out of Monarch Casino & Resort (MCRI) in Q1 2024, closing a stake of 6,223 shares — an estimated $430K sold.

Zacks Investment Management first reported a position in MCRI in Q2 2013 and held it in 24 quarters. The position peaked at $2.88M in Q3 2017. 173 funds tracked by Wall St. Rank hold MCRI as of Q1 2024.

  • Zacks Investment Management reported no remaining Monarch Casino & Resort position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 6,223 Monarch Casino & Resort shares in Q1 2024, an estimated $430K.
  • Zacks Investment Management first reported a position in Monarch Casino & Resort in Q2 2013 and held it in 24 quarters.
  • Zacks Investment Management's Monarch Casino & Resort position peaked at $2.88M in Q3 2017.
  • 173 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.