Next Financial Group’s Monro MNRO Stock Holding History

Next Financial Group’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
2021 Q4	$5K	Buy	79 +30	+61%	+$1.77K	﹤0.01%	2428
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	2388
2021 Q2	$3K	Sell	49 -7	-13%	-$463	﹤0.01%	2328
2021 Q1	$4K	Buy	56 +8	+17%	+$500	﹤0.01%	2167
2020 Q4	$3K	Buy	+48	New	+$2.19K	﹤0.01%	2116
2020 Q1	–	Sell	-22	Closed	-$2K	–	2295
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	2185
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	2130
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	2127
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	1469
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	1749
2018 Q3	$2K	Buy	+22	New	+$1.51K	﹤0.01%	1314
2017 Q4	–	Sell	-22	Closed	-$1K	–	955
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	1695
2017 Q2	$1K	Hold	22	–	–	﹤0.01%	1840
2017 Q1	$1K	Hold	22	–	–	﹤0.01%	1805
2016 Q4	$1K	Hold	22	–	–	﹤0.01%	2292
2016 Q3	$1K	Hold	22	–	–	﹤0.01%	2285
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	1672
2016 Q1	$1K	Hold	22	–	–	﹤0.01%	1647
2015 Q4	$1K	Hold	22	–	–	﹤0.01%	1697
2015 Q3	$1K	Hold	22	–	–	﹤0.01%	1729
2015 Q2	$1K	Hold	22	–	–	﹤0.01%	1773
2015 Q1	$1K	Hold	22	–	–	﹤0.01%	1781
2014 Q4	$1K	Hold	22	–	–	﹤0.01%	1817
2014 Q3	$1K	Buy	+22	New	+$1.13K	﹤0.01%	2429

Other funds holding MNRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's MNRO Position: Q4 2021 in Review

Next Financial Group increased its Monro (MNRO) stake by 61% in Q4 2021, buying an estimated $1.77K and bringing the position to 79 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Next Financial Group first reported a position in MNRO in Q3 2014 and has held it in 24 quarters since. 199 funds tracked by Wall St. Rank hold MNRO as of Q4 2021.

Next Financial Group held 79 shares of Monro worth $5K as of Q4 2021.
Next Financial Group bought 30 Monro shares in Q4 2021, an estimated $1.77K.
Monro made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2428 holding.
Next Financial Group first reported a position in Monro in Q3 2014 and has held it in 24 quarters since.
199 funds tracked by Wall St. Rank held Monro as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.