Leeward Financial Partners’s Monster Beverage MNST Stock Holding History

Leeward Financial Partners’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
2024 Q3	–	Sell	-17,696	Closed	-$442K	–	88
2024 Q2	$442K	Hold	17,696	–	–	0.18%	60
2024 Q1	$525K	Sell	17,696 -892	-5%	-$25.6K	0.22%	59
2023 Q4	$535K	Buy	18,588 +892	+5%	+$23.8K	0.26%	57
2023 Q3	$469K	Sell	17,696 -164	-0.9%	-$4.66K	0.26%	57
2023 Q2	$513K	Hold	17,860	–	–	0.29%	58
2023 Q1	$482K	Hold	17,860	–	–	0.3%	55
2022 Q4	$453K	Sell	17,860 -976	-5%	-$23.6K	0.31%	55
2022 Q3	$409K	Sell	18,836 -3,124	-14%	-$72K	0.29%	55
2022 Q2	$509K	Sell	21,960 -66,148	-75%	-$1.44M	0.35%	54
2022 Q1	$1.76M	Buy	88,108 +8,088	+10%	+$170K	1.09%	35
2021 Q4	$1.92M	Buy	+80,020	New	+$1.78M	1.2%	34

Other funds holding MNST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leeward Financial Partners's MNST Position: Q3 2024 in Review

Leeward Financial Partners sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 17,696 shares — an estimated $442K sold.

Leeward Financial Partners first reported a position in MNST in Q4 2021 and held it in 11 quarters. The position peaked at $1.92M in Q4 2021. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

Leeward Financial Partners reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
Leeward Financial Partners sold 17,696 Monster Beverage shares in Q3 2024, an estimated $442K.
Leeward Financial Partners first reported a position in Monster Beverage in Q4 2021 and held it in 11 quarters.
Leeward Financial Partners's Monster Beverage position peaked at $1.92M in Q4 2021.
915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on Leeward Financial Partners's 13F filing for Q3 2024, filed 30 Oct 2024.