CFFP
MNRO icon

Center for Financial Planning’s Monro MNRO Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-47
Closed -$2K – 618
2022
Q3 		$2K Buy
+47
New +$2.23K ﹤0.01% 539

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Center for Financial Planning's MNRO Position: Q4 2022 in Review

Center for Financial Planning sold out of Monro (MNRO) in Q4 2022, closing a stake of 47 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in MNRO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 206 funds tracked by Wall St. Rank hold MNRO as of Q4 2022.

  • Center for Financial Planning reported no remaining Monro position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 47 Monro shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Monro in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Monro position peaked at $2K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Monro as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.