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Sowell Financial Services’s Monro MNRO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-20
Closed -$1K – 1875
2021
Q1 		$1K Sell
20
-868
-98% -$54.3K ﹤0.01% 2978
2020
Q4 		$47K Sell
888
-22
-2% -$1K ﹤0.01% 1424
2020
Q3 		$37K Buy
910
+888
+4,036% +$45.3K ﹤0.01% 1315
2020
Q2 		$1K Hold
22
– – ﹤0.01% 2336
2020
Q1 		$1K Hold
22
– – ﹤0.01% 2281
2019
Q4 		$2K Hold
22
– – ﹤0.01% 2212
2019
Q3 		$2K Buy
+22
New +$1.76K ﹤0.01% 2102

Other funds holding MNRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Sowell Financial Services's MNRO Position: Q2 2021 in Review

Sowell Financial Services sold out of Monro (MNRO) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in MNRO in Q3 2019 and held it in 7 quarters. The position peaked at $47K in Q4 2020. 203 funds tracked by Wall St. Rank hold MNRO as of Q2 2021.

  • Sowell Financial Services reported no remaining Monro position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 20 Monro shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Monro in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Monro position peaked at $47K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Monro as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.