Lee Financial’s Monster Beverage MNST Stock Holding History

Lee 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 Q1	–	Sell	-12	Closed	-$609	–	896
2022 Q4	$609	Hold	12	–	–	﹤0.01%	808
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	766
2022 Q2	$1K	Buy	+12	New	+$522	﹤0.01%	802
2018 Q3	–	Sell	-90	Closed	-$3K	–	613
2018 Q2	$3K	Sell	90 -54	-38%	-$1.46K	﹤0.01%	690
2018 Q1	$4K	Buy	+144	New	+$4.5K	﹤0.01%	642

Other funds holding MNST

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's MNST Position: Q1 2023 in Review

Lee Financial sold out of Monster Beverage (MNST) in Q1 2023, closing a stake of 12 shares — an estimated $609 sold.

Lee Financial first reported a position in MNST in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 855 funds tracked by Wall St. Rank hold MNST as of Q1 2023.

Lee Financial reported no remaining Monster Beverage position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 12 Monster Beverage shares in Q1 2023, an estimated $609.
Lee Financial first reported a position in Monster Beverage in Q1 2018 and held it in 5 quarters.
Lee Financial's Monster Beverage position peaked at $4K in Q1 2018.
855 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.