Crewe Advisors’s Monro MNRO Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-3,406	Closed	-$138K	–	796
2023 Q2	$138K	Sell	3,406 -330	-9%	-$14.9K	0.02%	172
2023 Q1	$185K	Hold	3,736	–	–	0.03%	167
2022 Q4	$169K	Hold	3,736	–	–	0.03%	170
2022 Q3	$162K	Hold	3,736	–	–	0.03%	172
2022 Q2	$160K	Buy	3,736 +330	+10%	+$14.8K	0.04%	159
2022 Q1	$151K	Hold	3,406	–	–	0.03%	138
2021 Q4	$198K	Hold	3,406	–	–	0.04%	89
2021 Q3	$196K	Hold	3,406	–	–	0.05%	69
2021 Q2	$216K	Hold	3,406	–	–	0.05%	66
2021 Q1	$224K	Hold	3,406	–	–	0.06%	59
2020 Q4	$182K	Hold	3,406	–	–	0.07%	65
2020 Q3	$138K	Hold	3,406	–	–	0.06%	65
2020 Q2	$187K	Buy	+3,406	New	+$181K	0.09%	53

Other funds holding MNRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Crewe Advisors's MNRO Position: Q3 2023 in Review

Crewe Advisors sold out of Monro (MNRO) in Q3 2023, closing a stake of 3,406 shares — an estimated $138K sold.

Crewe Advisors first reported a position in MNRO in Q2 2020 and held it in 13 quarters. The position peaked at $224K in Q1 2021. 178 funds tracked by Wall St. Rank hold MNRO as of Q3 2023.

Crewe Advisors reported no remaining Monro position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 3,406 Monro shares in Q3 2023, an estimated $138K.
Crewe Advisors first reported a position in Monro in Q2 2020 and held it in 13 quarters.
Crewe Advisors's Monro position peaked at $224K in Q1 2021.
178 funds tracked by Wall St. Rank held Monro as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.