Jupiter Investment Management’s Monster Beverage MNST Stock Holding History

Jupiter Investment 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 Q2	$40M	Sell	1,153,876 -91,192	-7%	-$2.98M	0.64%	40
2020 Q1	$35M	Buy	1,245,068 +948,822	+320%	+$30.5M	0.68%	39
2019 Q4	$9.41M	Sell	296,246 -1,876,782	-86%	-$55.1M	0.13%	170
2019 Q3	$63.1M	Buy	2,173,028 +332,664	+18%	+$10.1M	0.81%	28
2019 Q2	$58.7M	Sell	1,840,364 -368,618	-17%	-$11.1M	0.6%	58
2019 Q1	$60.3M	Buy	2,208,982 +282,446	+15%	+$8.05M	0.56%	58
2018 Q4	$47.4M	Buy	1,926,536 +1,262,940	+190%	+$34.3M	0.42%	74
2018 Q3	$19.3M	Buy	+663,596	New	+$20M	0.13%	130
2015 Q4	–	Sell	-895,422	Closed	-$20.2M	–	342
2015 Q3	$20.2M	Sell	895,422 -1,953,150	-69%	-$45.8M	0.57%	57
2015 Q2	$63.6M	Buy	2,848,572 +606,462	+27%	+$13.5M	1.85%	19
2015 Q1	$51.7M	Buy	2,242,110 +920,064	+70%	+$19.3M	1.65%	20
2014 Q4	$23.9M	Buy	+1,322,046	New	+$22.8M	0.85%	33
2014 Q3	–	Sell	-847,062	Closed	-$10M	–	368
2014 Q2	$10M	Buy	847,062 +307,986	+57%	+$3.51M	0.56%	58
2014 Q1	$6.24M	Buy	+539,076	New	+$6.3M	0.42%	79

Other funds holding MNST

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jupiter Investment Management's MNST Position: Q2 2020 in Review

Jupiter Investment Management reduced its Monster Beverage (MNST) stake by 7.3% in Q2 2020, selling an estimated $2.98M and leaving 1,153,876 shares worth $40M. The position accounts for 0.64% of the portfolio, ranked #40.

Jupiter Investment Management first reported a position in MNST in Q1 2014 and has held it in 14 quarters since. The position peaked at $63.6M in Q2 2015. 617 funds tracked by Wall St. Rank hold MNST as of Q2 2020.

Jupiter Investment Management held 1,153,876 shares of Monster Beverage worth $40M as of Q2 2020.
Jupiter Investment Management sold 91,192 Monster Beverage shares in Q2 2020, an estimated $2.98M.
Monster Beverage made up 0.64% of Jupiter Investment Management's portfolio in Q2 2020, its #40 holding.
Jupiter Investment Management first reported a position in Monster Beverage in Q1 2014 and has held it in 14 quarters since.
Jupiter Investment Management's Monster Beverage position peaked at $63.6M in Q2 2015.
617 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.