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Disciplined Investments’s Monster Beverage MNST Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-31
Closed -$1.78K – 987
2023
Q2 		$1.78K Sell
31
-1
-3% -$57 ﹤0.01% 713
2023
Q1 		$1.73K Sell
32
-16
-33% -$821 ﹤0.01% 726
2022
Q4 		$2.44K Hold
48
– – ﹤0.01% 559
2022
Q3 		$2K Hold
48
– – ﹤0.01% 682
2022
Q2 		$2K Buy
48
+16
+50% +$696 ﹤0.01% 693
2022
Q1 		$1K Buy
+32
New +$1.34K ﹤0.01% 1078

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Disciplined Investments's MNST Position: Q3 2023 in Review

Disciplined Investments sold out of Monster Beverage (MNST) in Q3 2023, closing a stake of 31 shares — an estimated $1.78K sold.

Disciplined Investments first reported a position in MNST in Q1 2022 and held it in 6 quarters. The position peaked at $2.44K in Q4 2022. 902 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

  • Disciplined Investments reported no remaining Monster Beverage position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 31 Monster Beverage shares in Q3 2023, an estimated $1.78K.
  • Disciplined Investments first reported a position in Monster Beverage in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Monster Beverage position peaked at $2.44K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.