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JP Morgan Private Wealth Advisors’s Monro MNRO Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-7,651
Closed -$378K – 1740
2023
Q1 		$378K Sell
7,651
-327
-4% -$16.2K ﹤0.01% 1586
2022
Q4 		$361K Buy
7,978
+255
+3% +$11.8K ﹤0.01% 1591
2022
Q3 		$336K Sell
7,723
-227
-3% -$10.7K ﹤0.01% 1611
2022
Q2 		$341K Buy
7,950
+888
+13% +$39.7K ﹤0.01% 1600
2022
Q1 		$313K Sell
7,062
-48
-0.7% -$2.34K ﹤0.01% 1730
2021
Q4 		$414K Sell
7,110
-876
-11% -$51.8K ﹤0.01% 1623
2021
Q3 		$459K Sell
7,986
-221
-3% -$13K ﹤0.01% 1532
2021
Q2 		$521K Sell
8,207
-127
-2% -$8.39K ﹤0.01% 1465
2021
Q1 		$548K Buy
8,334
+328
+4% +$20.5K ﹤0.01% 1276
2020
Q4 		$427K Buy
8,006
+518
+7% +$23.6K ﹤0.01% 1348
2020
Q3 		$304K Sell
7,488
-345
-4% -$17.6K ﹤0.01% 1361
2020
Q2 		$430K Buy
+7,833
New +$417K ﹤0.01% 1169
2020
Q1 		– Sell
-4,545
Closed -$355K – 1497
2019
Q4 		$355K Buy
4,545
+55
+1% +$4.15K ﹤0.01% 1167
2019
Q3 		$355K Buy
+4,490
New +$360K ﹤0.01% 1122
2017
Q1 		– Sell
-3,889
Closed -$222K – 1353
2016
Q4 		$222K Sell
3,889
-17
-0.4% -$979 ﹤0.01% 1125
2016
Q3 		$239K Buy
+3,906
New +$237K ﹤0.01% 1077

Other funds holding MNRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MNRO Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Monro (MNRO) in Q2 2023, closing a stake of 7,651 shares — an estimated $378K sold.

JP Morgan Private Wealth Advisors first reported a position in MNRO in Q3 2016 and held it in 16 quarters. The position peaked at $548K in Q1 2021. 189 funds tracked by Wall St. Rank hold MNRO as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Monro position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,651 Monro shares in Q2 2023, an estimated $378K.
  • JP Morgan Private Wealth Advisors first reported a position in Monro in Q3 2016 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Monro position peaked at $548K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Monro as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.