PCS
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Personal CFO Solutions’s Monro MNRO Stock Holding History

Personal CFO Solutions’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
-5,067
Closed -$206K – 486
2023
Q2 		$206K Buy
5,067
+84
+2% +$3.79K 0.04% 440
2023
Q1 		$246K Buy
4,983
+30
+0.6% +$1.49K 0.05% 373
2022
Q4 		$224K Buy
4,953
+133
+3% +$6.14K 0.05% 391
2022
Q3 		$209K Buy
4,820
+44
+0.9% +$2.08K 0.05% 361
2022
Q2 		$205K Sell
4,776
-118
-2% -$5.27K 0.05% 389
2022
Q1 		$217K Buy
4,894
+216
+5% +$10.5K 0.04% 424
2021
Q4 		$273K Buy
4,678
+2
+0% +$118 0.05% 353
2021
Q3 		$269K Buy
4,676
+275
+6% +$16.1K 0.06% 327
2021
Q2 		$280K Sell
4,401
-50
-1% -$3.3K 0.06% 310
2021
Q1 		$293K Buy
4,451
+294
+7% +$18.4K 0.06% 264
2020
Q4 		$222K Buy
+4,157
New +$190K 0.05% 335

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

Personal CFO Solutions's MNRO Position: Q3 2023 in Review

Personal CFO Solutions sold out of Monro (MNRO) in Q3 2023, closing a stake of 5,067 shares — an estimated $206K sold.

Personal CFO Solutions first reported a position in MNRO in Q4 2020 and held it in 11 quarters. The position peaked at $293K in Q1 2021. 178 funds tracked by Wall St. Rank hold MNRO as of Q3 2023.

  • Personal CFO Solutions reported no remaining Monro position as of Q3 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 5,067 Monro shares in Q3 2023, an estimated $206K.
  • Personal CFO Solutions first reported a position in Monro in Q4 2020 and held it in 11 quarters.
  • Personal CFO Solutions's Monro position peaked at $293K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Monro as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.