Level Four Advisory Services’s monday.com MNDY Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-2,133	Closed	-$401K	–	832
2024 Q1	$401K	Buy	2,133 +56	+3%	+$11.9K	0.02%	534
2023 Q4	$390K	Buy	+2,077	New	+$334K	0.02%	536
2023 Q3	–	Sell	-3,804	Closed	-$651K	–	820
2023 Q2	$651K	Buy	3,804 +1,210	+47%	+$181K	0.04%	399
2023 Q1	$370K	Buy	+2,594	New	+$351K	0.02%	533

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Level Four Advisory Services's MNDY Position: Q2 2024 in Review

Level Four Advisory Services sold out of monday.com (MNDY) in Q2 2024, closing a stake of 2,133 shares — an estimated $401K sold.

Level Four Advisory Services first reported a position in MNDY in Q1 2023 and held it in 4 quarters. The position peaked at $651K in Q2 2023. 395 funds tracked by Wall St. Rank hold MNDY as of Q2 2024.

Level Four Advisory Services reported no remaining monday.com position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 2,133 monday.com shares in Q2 2024, an estimated $401K.
Level Four Advisory Services first reported a position in monday.com in Q1 2023 and held it in 4 quarters.
Level Four Advisory Services's monday.com position peaked at $651K in Q2 2023.
395 funds tracked by Wall St. Rank held monday.com as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.