Capstone Investment Advisors
MNDY icon

Capstone Investment Advisors’s monday.com MNDY Stock Holding History

Capstone Investment Advisors’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
2024
Q1 		– Sell
-5,813
Closed -$1.09M – 2466
2023
Q4 		$1.09M Buy
5,813
+2,212
+61% +$356K ﹤0.01% 1021
2023
Q3 		$573K Buy
+3,601
New +$605K ﹤0.01% 1248
2022
Q2 		– Sell
-1,287
Closed -$203K – 2010
2022
Q1 		$203K Buy
+1,287
New +$242K ﹤0.01% 1743
2021
Q3 		– Sell
-5,000
Closed -$1.12M – 2047
2021
Q2 		$1.12M Buy
+5,000
New +$1.09M ﹤0.01% 1187

Other funds holding MNDY

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Capstone Investment Advisors's MNDY Position: Q1 2024 in Review

Capstone Investment Advisors sold out of monday.com (MNDY) in Q1 2024, closing a stake of 5,813 shares — an estimated $1.09M sold.

Capstone Investment Advisors first reported a position in MNDY in Q2 2021 and held it in 4 quarters. The position peaked at $1.12M in Q2 2021. 397 funds tracked by Wall St. Rank hold MNDY as of Q1 2024.

  • Capstone Investment Advisors reported no remaining monday.com position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,813 monday.com shares in Q1 2024, an estimated $1.09M.
  • Capstone Investment Advisors first reported a position in monday.com in Q2 2021 and held it in 4 quarters.
  • Capstone Investment Advisors's monday.com position peaked at $1.12M in Q2 2021.
  • 397 funds tracked by Wall St. Rank held monday.com as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.