LPL Financial
MNRO icon

LPL Financial’s Monro MNRO Stock Holding History

LPL Financial’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
Q3 		– Sell
-5,078
Closed -$206K – 4755
2023
Q2 		$206K Buy
+5,078
New +$229K ﹤0.01% 4130
2020
Q3 		– Sell
-5,643
Closed -$310K – 3595
2020
Q2 		$310K Sell
5,643
-5,138
-48% -$273K ﹤0.01% 2808
2020
Q1 		$472K Sell
10,781
-7,999
-43% -$485K ﹤0.01% 2142
2019
Q4 		$1.47M Sell
18,780
-1,364
-7% -$103K ﹤0.01% 1576
2019
Q3 		$1.59M Sell
20,144
-14
-0.1% -$1.12K ﹤0.01% 1409
2019
Q2 		$1.72M Buy
20,158
+33
+0.2% +$2.75K ﹤0.01% 1340
2019
Q1 		$1.74M Buy
20,125
+62
+0.3% +$4.69K ﹤0.01% 1268
2018
Q4 		$1.38M Sell
20,063
-991
-5% -$72.4K ﹤0.01% 1297
2018
Q3 		$1.47M Buy
21,054
+5,133
+32% +$351K ﹤0.01% 1388
2018
Q2 		$925K Buy
15,921
+4,797
+43% +$271K ﹤0.01% 1676
2018
Q1 		$592K Buy
11,124
+1,907
+21% +$106K ﹤0.01% 2003
2017
Q4 		$527K Sell
9,217
-538
-6% -$28K ﹤0.01% 2028
2017
Q3 		$525K Buy
9,755
+886
+10% +$41.6K ﹤0.01% 1912
2017
Q2 		$382K Sell
8,869
-1,657
-16% -$82.6K ﹤0.01% 2095
2017
Q1 		$538K Buy
10,526
+870
+9% +$49.3K ﹤0.01% 1743
2016
Q4 		$553K Sell
9,656
-1,186
-11% -$68.3K ﹤0.01% 1668
2016
Q3 		$657K Sell
10,842
-340
-3% -$20.6K 0.01% 1498
2016
Q2 		$730K Buy
+11,182
New +$740K 0.01% 1385

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPL Financial's MNRO Position: Q3 2023 in Review

LPL Financial sold out of Monro (MNRO) in Q3 2023, closing a stake of 5,078 shares — an estimated $206K sold.

LPL Financial first reported a position in MNRO in Q2 2016 and held it in 18 quarters. The position peaked at $1.74M in Q1 2019. 178 funds tracked by Wall St. Rank hold MNRO as of Q3 2023.

  • LPL Financial reported no remaining Monro position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 5,078 Monro shares in Q3 2023, an estimated $206K.
  • LPL Financial first reported a position in Monro in Q2 2016 and held it in 18 quarters.
  • LPL Financial's Monro position peaked at $1.74M in Q1 2019.
  • 178 funds tracked by Wall St. Rank held Monro as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.