UFF
MNR

USA Financial Formulas’s Monmouth Real Estate Investment Corp MNR Stock Holding History

USA Financial Formulas’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
2021
Q4 		– Sell
-8,463
Closed -$158K – 521
2021
Q3 		$158K Buy
+8,463
New +$160K 0.14% 122

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USA Financial Formulas's MNR Position: Q4 2021 in Review

USA Financial Formulas sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2021, closing a stake of 8,463 shares — an estimated $158K sold.

USA Financial Formulas first reported a position in MNR in Q3 2021 and held it in 1 quarter. The position peaked at $158K in Q3 2021. 238 funds tracked by Wall St. Rank hold MNR as of Q4 2021.

  • USA Financial Formulas reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2021 after selling out during the quarter.
  • USA Financial Formulas sold 8,463 Monmouth Real Estate Investment Corp shares in Q4 2021, an estimated $158K.
  • USA Financial Formulas first reported a position in Monmouth Real Estate Investment Corp in Q3 2021 and held it in 1 quarter.
  • USA Financial Formulas's Monmouth Real Estate Investment Corp position peaked at $158K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2021.

Based on USA Financial Formulas's 13F filing for Q4 2021, filed 10 Feb 2022.