Stifel Financial
MNRO icon

Stifel Financial’s Monro MNRO Stock Holding History

Stifel Financial’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
-39,060
Closed -$1.59M – 3362
2023
Q2 		$1.59M Buy
39,060
+2,722
+7% +$123K ﹤0.01% 1789
2023
Q1 		$1.8M Buy
36,338
+2,886
+9% +$143K ﹤0.01% 1639
2022
Q4 		$1.51M Buy
33,452
+1,567
+5% +$72.4K ﹤0.01% 1727
2022
Q3 		$1.39M Buy
31,885
+1,854
+6% +$87.8K ﹤0.01% 1726
2022
Q2 		$1.29M Buy
30,031
+4,251
+16% +$190K ﹤0.01% 1816
2022
Q1 		$1.14M Buy
25,780
+3,654
+17% +$178K ﹤0.01% 2014
2021
Q4 		$1.29M Buy
22,126
+4,070
+23% +$240K ﹤0.01% 1933
2021
Q3 		$1.04M Buy
18,056
+1,774
+11% +$104K ﹤0.01% 2071
2021
Q2 		$1.03M Buy
16,282
+250
+2% +$16.5K ﹤0.01% 2070
2021
Q1 		$1.05M Sell
16,032
-843
-5% -$52.7K ﹤0.01% 1954
2020
Q4 		$899K Buy
16,875
+3,872
+30% +$177K ﹤0.01% 1919
2020
Q3 		$528K Buy
13,003
+818
+7% +$41.7K ﹤0.01% 2056
2020
Q2 		$669K Buy
12,185
+305
+3% +$16.2K ﹤0.01% 1827
2020
Q1 		$518K Sell
11,880
-197,736
-94% -$12M ﹤0.01% 1849
2019
Q4 		$16.4M Sell
209,616
-13,918
-6% -$1.05M 0.03% 426
2019
Q3 		$17.7M Sell
223,534
-15,645
-7% -$1.25M 0.05% 363
2019
Q2 		$20.4M Sell
239,179
-5,286
-2% -$441K 0.05% 314
2019
Q1 		$21.1M Sell
244,465
-796
-0.3% -$60.3K 0.06% 296
2018
Q4 		$16.9M Buy
245,261
+109,402
+81% +$8M 0.05% 326
2018
Q3 		$9.48M Buy
+135,859
New +$9.3M 0.03% 562

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

Stifel Financial's MNRO Position: Q3 2023 in Review

Stifel Financial sold out of Monro (MNRO) in Q3 2023, closing a stake of 39,060 shares — an estimated $1.59M sold.

Stifel Financial first reported a position in MNRO in Q3 2018 and held it in 20 quarters. The position peaked at $21.1M in Q1 2019. 178 funds tracked by Wall St. Rank hold MNRO as of Q3 2023.

  • Stifel Financial reported no remaining Monro position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 39,060 Monro shares in Q3 2023, an estimated $1.59M.
  • Stifel Financial first reported a position in Monro in Q3 2018 and held it in 20 quarters.
  • Stifel Financial's Monro position peaked at $21.1M in Q1 2019.
  • 178 funds tracked by Wall St. Rank held Monro as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.