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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
-24
Closed -$609 – 896
2022
Q4 		$609 Hold
24
– – ﹤0.01% 808
2022
Q3 		$1K Hold
24
– – ﹤0.01% 766
2022
Q2 		$1K Buy
+24
New +$522 ﹤0.01% 802
2018
Q3 		– Sell
-180
Closed -$3K – 613
2018
Q2 		$3K Sell
180
-108
-38% -$1.46K ﹤0.01% 690
2018
Q1 		$4K Buy
+288
New +$4.5K ﹤0.01% 642

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 24 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. 856 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 24 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.
  • 856 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.