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Harvest Group Wealth Management’s Monro MNRO Stock Holding History

Harvest Group Wealth Management’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
2020
Q3 		– Sell
-3
Closed – – 728
2020
Q2 		$0 Hold
3
– – ﹤0.01% 709
2020
Q1 		$0 Sell
3
-28
-90% -$1.7K ﹤0.01% 793
2019
Q4 		$2K Hold
31
– – ﹤0.01% 637
2019
Q3 		$2K Hold
31
– – ﹤0.01% 726
2019
Q2 		$2K Hold
31
– – ﹤0.01% 567
2019
Q1 		$3K Buy
+31
New +$2.35K ﹤0.01% 515

Other funds holding MNRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Harvest Group Wealth Management's MNRO Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Monro (MNRO) in Q3 2020, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in MNRO in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 188 funds tracked by Wall St. Rank hold MNRO as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Monro position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Monro shares in Q3 2020.
  • Harvest Group Wealth Management first reported a position in Monro in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Monro position peaked at $3K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Monro as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.