Lenox Wealth Management’s Monster Beverage MNST Stock Holding History

Lenox Wealth Management’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
2020 Q2	$13K	Hold	800	–	–	﹤0.01%	400
2020 Q1	$11K	Sell	800 -136	-15%	-$2.19K	﹤0.01%	379
2019 Q4	$15K	Sell	936 -400	-30%	-$5.88K	﹤0.01%	386
2019 Q3	$19K	Sell	1,336 -64	-5%	-$969	0.01%	372
2019 Q2	$22K	Buy	+1,400	New	+$21.1K	0.01%	337
2014 Q2	–	Sell	-2,424	Closed	-$14K	–	173
2014 Q1	$14K	Sell	2,424 -33,576	-93%	-$196K	0.01%	135
2013 Q4	$203K	Buy	+36,000	New	+$177K	0.13%	45

Other funds holding MNST

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Management's MNST Position: Q2 2020 in Review

Lenox Wealth Management held its Monster Beverage (MNST) position steady in Q2 2020 at 800 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Lenox Wealth Management first reported a position in MNST in Q4 2013 and has held it in 7 quarters since. The position peaked at $203K in Q4 2013. 618 funds tracked by Wall St. Rank hold MNST as of Q2 2020.

Lenox Wealth Management held 800 shares of Monster Beverage worth $13K as of Q2 2020.
Lenox Wealth Management left its Monster Beverage share count unchanged in Q2 2020.
Monster Beverage made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #400 holding.
Lenox Wealth Management first reported a position in Monster Beverage in Q4 2013 and has held it in 7 quarters since.
Lenox Wealth Management's Monster Beverage position peaked at $203K in Q4 2013.
618 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.