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Marks Group Wealth Management’s monday.com MNDY Stock Holding History

Marks Group Wealth Management’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
Q3 		– Sell
-1,257
Closed -$303K – 303
2024
Q2 		$303K Sell
1,257
-116
-8% -$24.5K 0.03% 254
2024
Q1 		$310K Buy
+1,373
New +$291K 0.03% 262

Other funds holding MNDY

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Renaissance Technologies
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Marks Group Wealth Management's MNDY Position: Q3 2024 in Review

Marks Group Wealth Management sold out of monday.com (MNDY) in Q3 2024, closing a stake of 1,257 shares — an estimated $303K sold.

Marks Group Wealth Management first reported a position in MNDY in Q1 2024 and held it in 2 quarters. The position peaked at $310K in Q1 2024. 402 funds tracked by Wall St. Rank hold MNDY as of Q3 2024.

  • Marks Group Wealth Management reported no remaining monday.com position as of Q3 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,257 monday.com shares in Q3 2024, an estimated $303K.
  • Marks Group Wealth Management first reported a position in monday.com in Q1 2024 and held it in 2 quarters.
  • Marks Group Wealth Management's monday.com position peaked at $310K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held monday.com as of Q3 2024.

Based on Marks Group Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.