Smith & Howard Wealth Management’s Monro MNRO Stock Holding History

Smith & Howard 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
2020 Q3	–	Sell	-18,399	Closed	-$1.01M	–	67
2020 Q2	$1.01M	Buy	+18,399	New	+$979K	0.63%	28
2020 Q1	–	Sell	-18,399	Closed	-$1.44M	–	83
2019 Q4	$1.44M	Hold	18,399	–	–	0.49%	31
2019 Q3	$1.45M	Buy	18,399 +6,603	+56%	+$529K	0.58%	27
2019 Q2	$1.01M	Hold	11,796	–	–	0.42%	23
2019 Q1	$1.02M	Hold	11,796	–	–	0.5%	21
2018 Q4	$811K	Hold	11,796	–	–	0.45%	20
2018 Q3	$821K	Buy	11,796 +6,603	+127%	+$452K	0.35%	25
2018 Q2	$302K	Hold	5,193	–	–	0.13%	37
2018 Q1	$278K	Hold	5,193	–	–	0.12%	37
2017 Q4	$296K	Hold	5,193	–	–	0.14%	35
2017 Q3	$291K	Buy	+5,193	New	+$244K	0.14%	34

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

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

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

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

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

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

WHG

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

Smith & Howard Wealth Management's MNRO Position: Q3 2020 in Review

Smith & Howard Wealth Management sold out of Monro (MNRO) in Q3 2020, closing a stake of 18,399 shares — an estimated $1.01M sold.

Smith & Howard Wealth Management first reported a position in MNRO in Q3 2017 and held it in 11 quarters. The position peaked at $1.45M in Q3 2019. 188 funds tracked by Wall St. Rank hold MNRO as of Q3 2020.

Smith & Howard Wealth Management reported no remaining Monro position as of Q3 2020 after selling out during the quarter.
Smith & Howard Wealth Management sold 18,399 Monro shares in Q3 2020, an estimated $1.01M.
Smith & Howard Wealth Management first reported a position in Monro in Q3 2017 and held it in 11 quarters.
Smith & Howard Wealth Management's Monro position peaked at $1.45M in Q3 2019.
188 funds tracked by Wall St. Rank held Monro as of Q3 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.