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Sutton Wealth Advisors’s Monro MNRO Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-478
Closed -$21.6K – 1261
2022
Q4 		$21.6K Sell
478
-9
-2% -$416 0.01% 666
2022
Q3 		$21.2K Sell
487
-134
-22% -$6.34K 0.01% 643
2022
Q2 		$26.6K Buy
621
+8
+1% +$358 0.01% 573
2022
Q1 		$27.2K Buy
613
+141
+30% +$6.88K 0.01% 611
2021
Q4 		$27.5K Buy
472
+8
+2% +$473 0.01% 616
2021
Q3 		$26.7K Hold
464
– – 0.01% 607
2021
Q2 		$29.5K Hold
464
– – 0.01% 578
2021
Q1 		$30.5K Hold
464
– – 0.01% 544
2020
Q4 		$24.7K Sell
464
-44
-9% -$2.01K 0.01% 551
2020
Q3 		$20.6K Sell
508
-45
-8% -$2.3K 0.01% 537
2020
Q2 		$30.4K Hold
553
– – 0.02% 420
2020
Q1 		$24.2K Buy
553
+44
+9% +$2.67K 0.02% 426
2019
Q4 		$39.8K Hold
509
– – 0.02% 376
2019
Q3 		$40.2K Hold
509
– – 0.02% 358
2019
Q2 		$43.4K Hold
509
– – 0.02% 335
2019
Q1 		$44K Hold
509
– – 0.03% 327
2018
Q4 		$35K Hold
509
– – 0.02% 352
2018
Q3 		$35.4K Hold
509
– – 0.02% 385
2018
Q2 		$29.6K Hold
509
– – 0.02% 441
2018
Q1 		$27.3K Hold
509
– – 0.02% 450
2017
Q4 		$29K Hold
509
– – 0.02% 422
2017
Q3 		$28.5K Buy
509
+143
+39% +$6.72K 0.02% 417
2017
Q2 		$15.3K Buy
+366
New +$18.2K 0.01% 624
2017
Q1 		– Sell
-90
Closed -$5.15K – 1073
2016
Q4 		$5.15K Sell
90
-393
-81% -$22.6K ﹤0.01% 844
2016
Q3 		$29.5K Buy
483
+164
+51% +$9.95K 0.03% 362
2016
Q2 		$20.3K Sell
319
-130
-29% -$8.6K 0.02% 443
2016
Q1 		$32.1K Buy
+449
New +$29.7K 0.03% 321

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Sutton Wealth Advisors's MNRO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Monro (MNRO) in Q1 2023, closing a stake of 478 shares — an estimated $21.6K sold.

Sutton Wealth Advisors first reported a position in MNRO in Q1 2016 and held it in 27 quarters. The position peaked at $44K in Q1 2019. 185 funds tracked by Wall St. Rank hold MNRO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Monro position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 478 Monro shares in Q1 2023, an estimated $21.6K.
  • Sutton Wealth Advisors first reported a position in Monro in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Monro position peaked at $44K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Monro as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.