BFSG LLC’s monday.com MNDY Stock Holding History

BFSG LLC’s Portfolio MNDY Stock Details MNDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,122	Closed	-$747K	–	199
2022 Q4	$747K	Buy	+6,122	New	+$637K	0.15%	136

Other funds holding MNDY

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFSG LLC's MNDY Position: Q1 2023 in Review

BFSG LLC sold out of monday.com (MNDY) in Q1 2023, closing a stake of 6,122 shares — an estimated $747K sold.

BFSG LLC first reported a position in MNDY in Q4 2022 and held it in 1 quarter. The position peaked at $747K in Q4 2022. 209 funds tracked by Wall St. Rank hold MNDY as of Q1 2023.

BFSG LLC reported no remaining monday.com position as of Q1 2023 after selling out during the quarter.
BFSG LLC sold 6,122 monday.com shares in Q1 2023, an estimated $747K.
BFSG LLC first reported a position in monday.com in Q4 2022 and held it in 1 quarter.
BFSG LLC's monday.com position peaked at $747K in Q4 2022.
209 funds tracked by Wall St. Rank held monday.com as of Q1 2023.

Based on BFSG LLC's 13F filing for Q1 2023, filed 10 May 2023.