Bruderman Asset Management’s Monster Beverage MNST Stock Holding History

Bruderman Asset Management’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
2022 Q2	$420K	Sell	9,064 -120	-1%	-$5.22K	0.75%	49
2022 Q1	$370K	Sell	9,184 -4,354	-32%	-$183K	0.56%	52
2021 Q4	$646K	Sell	13,538 -26,700	-66%	-$1.19M	0.49%	56
2021 Q3	$1.79M	Buy	40,238 +2,006	+5%	+$94.8K	0.45%	66
2021 Q2	$1.75M	Buy	38,232 +938	+3%	+$44K	0.54%	45
2021 Q1	$1.7M	Buy	37,294 +1,528	+4%	+$68.5K	0.47%	62
2020 Q4	$1.65M	Buy	35,766 +2,410	+7%	+$101K	0.48%	62
2020 Q3	$1.34M	Sell	33,356 -916	-3%	-$36.2K	0.44%	59
2020 Q2	$1.18M	Buy	+34,272	New	+$1.12M	0.39%	64

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bruderman Asset Management's MNST Position: Q2 2022 in Review

Bruderman Asset Management reduced its Monster Beverage (MNST) stake by 1.3% in Q2 2022, selling an estimated $5.22K and leaving 9,064 shares worth $420K. The position accounts for 0.75% of the portfolio, ranked #49.

Bruderman Asset Management first reported a position in MNST in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.79M in Q3 2021. 772 funds tracked by Wall St. Rank hold MNST as of Q2 2022.

Bruderman Asset Management held 9,064 shares of Monster Beverage worth $420K as of Q2 2022.
Bruderman Asset Management sold 120 Monster Beverage shares in Q2 2022, an estimated $5.22K.
Monster Beverage made up 0.75% of Bruderman Asset Management's portfolio in Q2 2022, its #49 holding.
Bruderman Asset Management first reported a position in Monster Beverage in Q2 2020 and has held it in 9 quarters since.
Bruderman Asset Management's Monster Beverage position peaked at $1.79M in Q3 2021.
772 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.