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Jeppson Wealth Management’s Monster Beverage MNST Stock Holding History

Jeppson 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
Q4 		– Sell
-1,680
Closed -$67K – 325
2020
Q3 		$67K Buy
+1,680
New +$66.4K 0.05% 198

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Jeppson Wealth Management's MNST Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Monster Beverage (MNST) in Q4 2020, closing a stake of 1,680 shares — an estimated $67K sold.

Jeppson Wealth Management first reported a position in MNST in Q3 2020 and held it in 1 quarter. The position peaked at $67K in Q3 2020. 713 funds tracked by Wall St. Rank hold MNST as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Monster Beverage position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,680 Monster Beverage shares in Q4 2020, an estimated $67K.
  • Jeppson Wealth Management first reported a position in Monster Beverage in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Monster Beverage position peaked at $67K in Q3 2020.
  • 713 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.