Glassman Wealth Services’s monday.com MNDY Stock Holding History

Glassman Wealth Services’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
2023 Q4	–	Sell	-1	Closed	-$159	–	2041
2023 Q3	$159	Buy	+1	New	+$168	﹤0.01%	1929

Other funds holding MNDY

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

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

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

Glassman Wealth Services's MNDY Position: Q4 2023 in Review

Glassman Wealth Services sold out of monday.com (MNDY) in Q4 2023, closing a stake of 1 share — an estimated $159 sold.

Glassman Wealth Services first reported a position in MNDY in Q3 2023 and held it in 1 quarter. The position peaked at $159 in Q3 2023. 336 funds tracked by Wall St. Rank hold MNDY as of Q4 2023.

Glassman Wealth Services reported no remaining monday.com position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 1 monday.com share in Q4 2023, an estimated $159.
Glassman Wealth Services first reported a position in monday.com in Q3 2023 and held it in 1 quarter.
Glassman Wealth Services's monday.com position peaked at $159 in Q3 2023.
336 funds tracked by Wall St. Rank held monday.com as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.