JF
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JSF Financial’s Monster Beverage MNST Stock Holding History

JSF 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
2023
Q4 		– Sell
-10,856
Closed -$575K – 114
2023
Q3 		$575K Sell
10,856
-77
-0.7% -$4.38K 0.22% 56
2023
Q2 		$628K Buy
10,933
+131
+1% +$7.45K 0.22% 58
2023
Q1 		$583K Buy
+10,802
New +$554K 0.22% 65

Other funds holding MNST

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JSF Financial's MNST Position: Q4 2023 in Review

JSF Financial sold out of Monster Beverage (MNST) in Q4 2023, closing a stake of 10,856 shares — an estimated $575K sold.

JSF Financial first reported a position in MNST in Q1 2023 and held it in 3 quarters. The position peaked at $628K in Q2 2023. 965 funds tracked by Wall St. Rank hold MNST as of Q4 2023.

  • JSF Financial reported no remaining Monster Beverage position as of Q4 2023 after selling out during the quarter.
  • JSF Financial sold 10,856 Monster Beverage shares in Q4 2023, an estimated $575K.
  • JSF Financial first reported a position in Monster Beverage in Q1 2023 and held it in 3 quarters.
  • JSF Financial's Monster Beverage position peaked at $628K in Q2 2023.
  • 965 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2023.

Based on JSF Financial's 13F filing for Q4 2023, filed 14 Feb 2024.