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
2020 Q4	$0	Buy	+3	New	+$45	﹤0.01%	724
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's MNR Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Monmouth Real Estate Investment Corp (MNR) in Q4 2020: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MNR as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in MNR in Q1 2018 and has held it in 8 quarters since. The position peaked at $43K in Q1 2018. 212 funds tracked by Wall St. Rank hold MNR as of Q4 2020.

Financial Gravity Asset Management held 3 shares of Monmouth Real Estate Investment Corp worth $0 as of Q4 2020.
Monmouth Real Estate Investment Corp was a new Financial Gravity Asset Management position in Q4 2020.
Monmouth Real Estate Investment Corp made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #724 holding.
Financial Gravity Asset Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Monmouth Real Estate Investment Corp position peaked at $43K in Q1 2018.
212 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.