HeadInvest LLC’s Monster Beverage MNST Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-540	Closed	-$28.4K	–	503
2023 Q3	$28.4K	Buy	+540	New	+$30.7K	0.01%	418

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HeadInvest LLC's MNST Position: Q4 2023 in Review

HeadInvest LLC sold out of Monster Beverage (MNST) in Q4 2023, closing a stake of 540 shares — an estimated $28.4K sold.

HeadInvest LLC first reported a position in MNST in Q3 2023 and held it in 1 quarter. The position peaked at $28.4K in Q3 2023. 965 funds tracked by Wall St. Rank hold MNST as of Q4 2023.

HeadInvest LLC reported no remaining Monster Beverage position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 540 Monster Beverage shares in Q4 2023, an estimated $28.4K.
HeadInvest LLC first reported a position in Monster Beverage in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Monster Beverage position peaked at $28.4K in Q3 2023.
965 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.