IRON Financial’s Monster Beverage MNST Stock Holding History

IRON Financial’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
2021 Q1	–	Sell	-9,376	Closed	-$217K	–	120
2020 Q4	$217K	Sell	9,376 -616	-6%	-$12.9K	0.11%	109
2020 Q3	$200K	Buy	+9,992	New	+$197K	0.11%	97

Other funds holding MNST

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

IRON Financial's MNST Position: Q1 2021 in Review

IRON Financial sold out of Monster Beverage (MNST) in Q1 2021, closing a stake of 9,376 shares — an estimated $217K sold.

IRON Financial first reported a position in MNST in Q3 2020 and held it in 2 quarters. The position peaked at $217K in Q4 2020. 730 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

IRON Financial reported no remaining Monster Beverage position as of Q1 2021 after selling out during the quarter.
IRON Financial sold 9,376 Monster Beverage shares in Q1 2021, an estimated $217K.
IRON Financial first reported a position in Monster Beverage in Q3 2020 and held it in 2 quarters.
IRON Financial's Monster Beverage position peaked at $217K in Q4 2020.
730 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.