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Berman Capital Advisors’s Monster Beverage MNST Stock Holding History

Berman Capital Advisors’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$135K Buy
3,054
+460
+18% +$21.7K 0.02% 361
2021
Q2 		$118K Buy
2,594
+414
+19% +$19.4K 0.02% 334
2021
Q1 		$99K Buy
2,180
+664
+44% +$29.7K 0.02% 313
2020
Q4 		$70K Buy
1,516
+286
+23% +$12K 0.02% 327
2020
Q3 		$48K Hold
1,230
– – 0.01% 353
2020
Q2 		$42K Buy
1,230
+34
+3% +$1.11K 0.01% 362
2020
Q1 		$32K Buy
1,196
+104
+10% +$3.34K 0.01% 380
2019
Q4 		$34K Sell
1,092
-24
-2% -$705 0.01% 405
2019
Q3 		$32K Buy
1,116
+28
+3% +$848 0.01% 391
2019
Q2 		$34K Sell
1,088
-604
-36% -$18.2K 0.01% 384
2019
Q1 		$45K Buy
1,692
+302
+22% +$8.61K 0.02% 289
2018
Q4 		$33K Buy
+1,390
New +$37.7K 0.01% 299

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Berman Capital Advisors's MNST Position: Q3 2021 in Review

Berman Capital Advisors increased its Monster Beverage (MNST) stake by 18% in Q3 2021, buying an estimated $21.7K and bringing the position to 3,054 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #361.

Berman Capital Advisors first reported a position in MNST in Q4 2018 and has held it in 12 quarters since. 715 funds tracked by Wall St. Rank hold MNST as of Q3 2021.

  • Berman Capital Advisors held 3,054 shares of Monster Beverage worth $135K as of Q3 2021.
  • Berman Capital Advisors bought 460 Monster Beverage shares in Q3 2021, an estimated $21.7K.
  • Monster Beverage made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #361 holding.
  • Berman Capital Advisors first reported a position in Monster Beverage in Q4 2018 and has held it in 12 quarters since.
  • 715 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.