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Jackson Wealth Management’s Monster Beverage MNST Stock Holding History

Jackson Wealth Management’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
2020
Q3 		– Sell
-41,708
Closed -$1.45M – 137
2020
Q2 		$1.45M Buy
41,708
+3,696
+10% +$121K 0.26% 82
2020
Q1 		$1.26M Buy
+38,012
New +$1.22M 0.26% 72

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jackson Wealth Management's MNST Position: Q3 2020 in Review

Jackson Wealth Management sold out of Monster Beverage (MNST) in Q3 2020, closing a stake of 41,708 shares — an estimated $1.45M sold.

Jackson Wealth Management first reported a position in MNST in Q1 2020 and held it in 2 quarters. The position peaked at $1.45M in Q2 2020. 674 funds tracked by Wall St. Rank hold MNST as of Q3 2020.

  • Jackson Wealth Management reported no remaining Monster Beverage position as of Q3 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 41,708 Monster Beverage shares in Q3 2020, an estimated $1.45M.
  • Jackson Wealth Management first reported a position in Monster Beverage in Q1 2020 and held it in 2 quarters.
  • Jackson Wealth Management's Monster Beverage position peaked at $1.45M in Q2 2020.
  • 674 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.