Surevest’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Surevest’s Portfolio MNR Stock Details MNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-42,669	Closed	-$896K	–	579
2021 Q4	$896K	Sell	42,669 -1,164	-3%	-$23.5K	0.21%	80
2021 Q3	$817K	Sell	43,833 -1,323	-3%	-$25.1K	0.21%	78
2021 Q2	$845K	Sell	45,156 -48,954	-52%	-$919K	0.22%	76
2021 Q1	$1.67M	Buy	94,110 +7,889	+9%	+$139K	0.5%	67
2020 Q4	$1.49M	Buy	+86,221	New	+$1.3M	0.5%	64

Other funds holding MNR

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Surevest's MNR Position: Q1 2022 in Review

Surevest sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2022, closing a stake of 42,669 shares — an estimated $896K sold.

Surevest first reported a position in MNR in Q4 2020 and held it in 5 quarters. The position peaked at $1.67M in Q1 2021. 1 fund tracked by Wall St. Rank holds MNR as of Q1 2022.

Surevest reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2022 after selling out during the quarter.
Surevest sold 42,669 Monmouth Real Estate Investment Corp shares in Q1 2022, an estimated $896K.
Surevest first reported a position in Monmouth Real Estate Investment Corp in Q4 2020 and held it in 5 quarters.
Surevest's Monmouth Real Estate Investment Corp position peaked at $1.67M in Q1 2021.
1 fund tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.