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Disciplined Investments’s Monro MNRO Stock Holding History

Disciplined Investments’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
-7
Closed -$284 – 986
2023
Q2 		$284 Hold
7
– – ﹤0.01% 1411
2023
Q1 		$346 Hold
7
– – ﹤0.01% 1351
2022
Q4 		$316 Sell
7
-2
-22% -$92 ﹤0.01% 1322
2022
Q3 		$0 Buy
9
+2
+29% +$95 ﹤0.01% 1454
2022
Q2 		$0 Buy
7
+2
+40% +$89 ﹤0.01% 1485
2022
Q1 		$0 Buy
+5
New +$244 ﹤0.01% 1512

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Disciplined Investments's MNRO Position: Q3 2023 in Review

Disciplined Investments sold out of Monro (MNRO) in Q3 2023, closing a stake of 7 shares — an estimated $284 sold.

Disciplined Investments first reported a position in MNRO in Q1 2022 and held it in 6 quarters. The position peaked at $346 in Q1 2023. 178 funds tracked by Wall St. Rank hold MNRO as of Q3 2023.

  • Disciplined Investments reported no remaining Monro position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Monro shares in Q3 2023, an estimated $284.
  • Disciplined Investments first reported a position in Monro in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Monro position peaked at $346 in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Monro as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.