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Belpointe Asset Management’s Monro MNRO Stock Holding History

Belpointe Asset Management’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$692 – 2259
2023
Q1 		$692 Sell
14
-26
-65% -$1.29K ﹤0.01% 3544
2022
Q4 		$1.81K Buy
+40
New +$1.85K ﹤0.01% 3292

Other funds holding MNRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's MNRO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Monro (MNRO) in Q2 2023, closing a stake of 14 shares — an estimated $692 sold.

Belpointe Asset Management first reported a position in MNRO in Q4 2022 and held it in 2 quarters. The position peaked at $1.81K in Q4 2022. 189 funds tracked by Wall St. Rank hold MNRO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Monro position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 14 Monro shares in Q2 2023, an estimated $692.
  • Belpointe Asset Management first reported a position in Monro in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Monro position peaked at $1.81K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held Monro as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.