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Sheets Smith Wealth Management’s Monro MNRO Stock Holding History

Sheets Smith Wealth Management’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
2019
Q3 		– Sell
-4,679
Closed -$399K – 309
2019
Q2 		$399K Sell
4,679
-45
-1% -$3.75K 0.08% 236
2019
Q1 		$409K Sell
4,724
-13
-0.3% -$984 0.09% 229
2018
Q4 		$326K Buy
+4,737
New +$346K 0.09% 216

Other funds holding MNRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Sheets Smith Wealth Management's MNRO Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Monro (MNRO) in Q3 2019, closing a stake of 4,679 shares — an estimated $399K sold.

Sheets Smith Wealth Management first reported a position in MNRO in Q4 2018 and held it in 3 quarters. The position peaked at $409K in Q1 2019. 223 funds tracked by Wall St. Rank hold MNRO as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining Monro position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,679 Monro shares in Q3 2019, an estimated $399K.
  • Sheets Smith Wealth Management first reported a position in Monro in Q4 2018 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Monro position peaked at $409K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Monro as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.