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Gilliland Jeter Wealth Management’s monday.com MNDY Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-242
Closed -$67.2K – 463
2024
Q3 		$67.2K Hold
242
– – 0.02% 268
2024
Q2 		$58.3K Buy
242
+102
+73% +$21.5K 0.02% 276
2024
Q1 		$31.6K Buy
+140
New +$29.7K 0.01% 333

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Franklin Resources
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T. Rowe Price Associates
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BlackRock
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Gilliland Jeter Wealth Management's MNDY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of monday.com (MNDY) in Q4 2024, closing a stake of 242 shares — an estimated $67.2K sold.

Gilliland Jeter Wealth Management first reported a position in MNDY in Q1 2024 and held it in 3 quarters. The position peaked at $67.2K in Q3 2024. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 242 monday.com shares in Q4 2024, an estimated $67.2K.
  • Gilliland Jeter Wealth Management first reported a position in monday.com in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's monday.com position peaked at $67.2K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.