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CAZ Investments’s monday.com MNDY Stock Holding History

CAZ Investments’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
Q3 		– Sell
-96
Closed -$23K – 34
2024
Q2 		$23K Hold
96
– – 0.01% 33
2024
Q1 		$22K Hold
96
– – 0.04% 33
2023
Q4 		$18K Hold
96
– – 0.02% 39
2023
Q3 		$15K Hold
96
– – 0.03% 39
2023
Q2 		$16K Buy
+96
New +$14.3K 0.02% 41

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CAZ Investments's MNDY Position: Q3 2024 in Review

CAZ Investments sold out of monday.com (MNDY) in Q3 2024, closing a stake of 96 shares — an estimated $23K sold.

CAZ Investments first reported a position in MNDY in Q2 2023 and held it in 5 quarters. The position peaked at $23K in Q2 2024. 402 funds tracked by Wall St. Rank hold MNDY as of Q3 2024.

  • CAZ Investments reported no remaining monday.com position as of Q3 2024 after selling out during the quarter.
  • CAZ Investments sold 96 monday.com shares in Q3 2024, an estimated $23K.
  • CAZ Investments first reported a position in monday.com in Q2 2023 and held it in 5 quarters.
  • CAZ Investments's monday.com position peaked at $23K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held monday.com as of Q3 2024.

Based on CAZ Investments's 13F filing for Q3 2024, filed 13 Nov 2024.