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Brandywine Oak Private Wealth’s Monster Beverage MNST Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-9,524
Closed -$220K – 282
2020
Q4 		$220K Sell
9,524
-588
-6% -$12.4K 0.03% 253
2020
Q3 		$202K Buy
+10,112
New +$200K 0.03% 259

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brandywine Oak Private Wealth's MNST Position: Q1 2021 in Review

Brandywine Oak Private Wealth sold out of Monster Beverage (MNST) in Q1 2021, closing a stake of 9,524 shares — an estimated $220K sold.

Brandywine Oak Private Wealth first reported a position in MNST in Q3 2020 and held it in 2 quarters. The position peaked at $220K in Q4 2020. 730 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

  • Brandywine Oak Private Wealth reported no remaining Monster Beverage position as of Q1 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 9,524 Monster Beverage shares in Q1 2021, an estimated $220K.
  • Brandywine Oak Private Wealth first reported a position in Monster Beverage in Q3 2020 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's Monster Beverage position peaked at $220K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2021, filed 6 May 2021.