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Cavalier Investments’s Monster Beverage MNST Stock Holding History

Cavalier Investments’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
-59,088
Closed -$1.37M – 113
2020
Q4 		$1.37M Buy
59,088
+14,772
+33% +$310K 0.62% 60
2020
Q3 		$889K Buy
+44,316
New +$875K 0.6% 38
2016
Q1 		– Sell
-122,400
Closed -$1.52M – 124
2015
Q4 		$1.52M Buy
+122,400
New +$1.48M 0.9% 20

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

Cavalier Investments's MNST Position: Q1 2021 in Review

Cavalier Investments sold out of Monster Beverage (MNST) in Q1 2021, closing a stake of 59,088 shares — an estimated $1.37M sold.

Cavalier Investments first reported a position in MNST in Q4 2015 and held it in 3 quarters. The position peaked at $1.52M in Q4 2015. 730 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

  • Cavalier Investments reported no remaining Monster Beverage position as of Q1 2021 after selling out during the quarter.
  • Cavalier Investments sold 59,088 Monster Beverage shares in Q1 2021, an estimated $1.37M.
  • Cavalier Investments first reported a position in Monster Beverage in Q4 2015 and held it in 3 quarters.
  • Cavalier Investments's Monster Beverage position peaked at $1.52M in Q4 2015.
  • 730 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.