Kaizen Advisory’s Monster Beverage MNST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$52K Buy
2,120
+130
+7% +$3.53K 0.04% 322
2018
Q3
$58K Hold
1,990
0.03% 308
2018
Q2
$57K Buy
1,990
+1,214
+156% +$32.8K 0.03% 304
2018
Q1
$22K Hold
776
0.02% 312
2017
Q4
$25K Buy
+776
New +$23.2K 0.01% 286

Other funds holding MNST

Kaizen Advisory's MNST Position: Q4 2018 in Review

Kaizen Advisory increased its Monster Beverage (MNST) stake by 6.5% in Q4 2018, buying an estimated $3.53K and bringing the position to 2,120 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #322.

Kaizen Advisory first reported a position in MNST in Q4 2017 and has held it in 5 quarters since. The position peaked at $58K in Q3 2018. 584 funds tracked by Wall St. Rank hold MNST as of Q4 2018.

  • Kaizen Advisory held 2,120 shares of Monster Beverage worth $52K as of Q4 2018.
  • Kaizen Advisory bought 130 Monster Beverage shares in Q4 2018, an estimated $3.53K.
  • Monster Beverage made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #322 holding.
  • Kaizen Advisory first reported a position in Monster Beverage in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Monster Beverage position peaked at $58K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.