GenTrust’s monday.com MNDY Stock Holding History

GenTrust’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	-1,292	Closed	-$311K	–	220
2024 Q2	$311K	Buy	+1,292	New	+$272K	0.02%	147

Other funds holding MNDY

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

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GenTrust's MNDY Position: Q3 2024 in Review

GenTrust sold out of monday.com (MNDY) in Q3 2024, closing a stake of 1,292 shares — an estimated $311K sold.

GenTrust first reported a position in MNDY in Q2 2024 and held it in 1 quarter. The position peaked at $311K in Q2 2024. 402 funds tracked by Wall St. Rank hold MNDY as of Q3 2024.

GenTrust reported no remaining monday.com position as of Q3 2024 after selling out during the quarter.
GenTrust sold 1,292 monday.com shares in Q3 2024, an estimated $311K.
GenTrust first reported a position in monday.com in Q2 2024 and held it in 1 quarter.
GenTrust's monday.com position peaked at $311K in Q2 2024.
402 funds tracked by Wall St. Rank held monday.com as of Q3 2024.

Based on GenTrust's 13F filing for Q3 2024, filed 12 Nov 2024.