Financial Gravity Asset Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Financial Gravity Asset Management’s Portfolio MNR Stock Details MNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8	Closed	-$135	–	1047
2021 Q1	$135	Buy	8 +5	+167%	+$88	﹤0.01%	491
2020 Q4	$0	Buy	+3	New	+$45	﹤0.01%	724
2020 Q1	–	Sell	-2	Closed	-$14K	–	1471
2019 Q4	$14K	Sell	2 -10	-83%	-$148	0.01%	1128
2019 Q3	$0	Sell	12 -129	-91%	-$1.77K	﹤0.01%	1737
2019 Q2	$2K	Sell	141 -581	-80%	-$7.98K	﹤0.01%	984
2019 Q1	$10K	Buy	+722	New	+$9.58K	0.01%	567
2018 Q3	$9K	Buy	611 +206	+51%	+$3.48K	0.01%	611
2018 Q2	$7K	Sell	405 -2,347	-85%	-$36.3K	0.01%	675
2018 Q1	$43K	Buy	+2,752	New	+$43.1K	0.04%	353

Other funds holding MNR

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Asset Management's MNR Position: Q2 2021 in Review

Financial Gravity Asset Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q2 2021, closing a stake of 8 shares — an estimated $135 sold.

Financial Gravity Asset Management first reported a position in MNR in Q1 2018 and held it in 9 quarters. The position peaked at $43K in Q1 2018. 224 funds tracked by Wall St. Rank hold MNR as of Q2 2021.

Financial Gravity Asset Management reported no remaining Monmouth Real Estate Investment Corp position as of Q2 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 8 Monmouth Real Estate Investment Corp shares in Q2 2021, an estimated $135.
Financial Gravity Asset Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Monmouth Real Estate Investment Corp position peaked at $43K in Q1 2018.
224 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q2 2021.

Based on Financial Gravity Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.