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Heritage Wealth Management (Arizona)’s Monro MNRO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.96K Buy
154
+77
+100% +$3.56K ﹤0.01% 827
2022
Q3 		$3K Hold
77
– – ﹤0.01% 835
2022
Q2 		$3.3K Hold
77
– – ﹤0.01% 824
2022
Q1 		$3K Buy
+77
New +$3.76K ﹤0.01% 863
2021
Q3 		$4K Hold
77
– – ﹤0.01% 760
2021
Q2 		$5K Hold
77
– – ﹤0.01% 750
2021
Q1 		$5K Buy
+77
New +$4.82K ﹤0.01% 648

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MNRO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Monro (MNRO) stake by 100% in Q4 2022, buying an estimated $3.56K and bringing the position to 154 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Heritage Wealth Management (Arizona) first reported a position in MNRO in Q1 2021 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold MNRO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 154 shares of Monro worth $6.96K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 77 Monro shares in Q4 2022, an estimated $3.56K.
  • Monro made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #827 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Monro in Q1 2021 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Monro as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.