Colonial Trust’s monday.com MNDY Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-36	Closed	-$8.48K	–	1247
2024 Q4	$8.48K	Sell	36 -125	-78%	-$34.6K	﹤0.01%	974
2024 Q3	$44.7K	Buy	+161	New	+$39.9K	0.01%	567

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Colonial Trust's MNDY Position: Q1 2025 in Review

Colonial Trust sold out of monday.com (MNDY) in Q1 2025, closing a stake of 36 shares — an estimated $8.48K sold.

Colonial Trust first reported a position in MNDY in Q3 2024 and held it in 2 quarters. The position peaked at $44.7K in Q3 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

Colonial Trust reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 36 monday.com shares in Q1 2025, an estimated $8.48K.
Colonial Trust first reported a position in monday.com in Q3 2024 and held it in 2 quarters.
Colonial Trust's monday.com position peaked at $44.7K in Q3 2024.
432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.