LF
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Lee Financial’s monday.com MNDY Stock Holding History

Lee Financial’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3
Closed -$1K – 880
2021
Q4 		$1K Buy
+3
New +$1.02K ﹤0.01% 850

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $74.7M AUM
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
ZC
Zoom Communications San Jose, California $30.8M AUM 39.82% 1-Year Est. Return

Lee Financial's MNDY Position: Q1 2022 in Review

Lee Financial sold out of monday.com (MNDY) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Lee Financial first reported a position in MNDY in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 149 funds tracked by Wall St. Rank hold MNDY as of Q1 2022.

  • Lee Financial reported no remaining monday.com position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 3 monday.com shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in monday.com in Q4 2021 and held it in 1 quarter.
  • Lee Financial's monday.com position peaked at $1K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held monday.com as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.