One Wealth Advisors’s Monro MNRO Stock Holding History

One 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 Q1	–	Sell	-962	Closed	-$43.5K	–	448
2022 Q4	$43.5K	Buy	+962	New	+$44.4K	0.01%	439
2019 Q2	–	Sell	-1,105	Closed	-$96K	–	336
2019 Q1	$96K	Buy	+1,105	New	+$83.7K	0.08%	182
2018 Q4	–	Sell	-1,134	Closed	-$79K	–	333
2018 Q3	$79K	Sell	1,134 -27	-2%	-$1.85K	0.06%	216
2018 Q2	$67K	Hold	1,161	–	–	0.05%	237
2018 Q1	$62K	Sell	1,161 -49	-4%	-$2.72K	0.05%	235
2017 Q4	$69K	Buy	+1,210	New	+$63K	0.06%	249

Other funds holding MNRO

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CCM

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

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

One Wealth Advisors's MNRO Position: Q1 2023 in Review

One Wealth Advisors sold out of Monro (MNRO) in Q1 2023, closing a stake of 962 shares — an estimated $43.5K sold.

One Wealth Advisors first reported a position in MNRO in Q4 2017 and held it in 6 quarters. The position peaked at $96K in Q1 2019. 185 funds tracked by Wall St. Rank hold MNRO as of Q1 2023.

One Wealth Advisors reported no remaining Monro position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 962 Monro shares in Q1 2023, an estimated $43.5K.
One Wealth Advisors first reported a position in Monro in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Monro position peaked at $96K in Q1 2019.
185 funds tracked by Wall St. Rank held Monro as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.