MD Financial Management’s Monster Beverage MNST Stock Holding History

MD Financial 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
2021 Q4	$2.47M	Buy	51,480 +3,866	+8%	+$172K	0.06%	161
2021 Q3	$2.12M	Sell	47,614 -14,130	-23%	-$668K	0.05%	170
2021 Q2	$2.82M	Buy	61,744 +20,356	+49%	+$955K	0.08%	92
2021 Q1	$1.89M	Buy	+41,388	New	+$1.85M	0.06%	124

Other funds holding MNST

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MD Financial Management's MNST Position: Q4 2021 in Review

MD Financial Management increased its Monster Beverage (MNST) stake by 8.1% in Q4 2021, buying an estimated $172K and bringing the position to 51,480 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #161.

MD Financial Management first reported a position in MNST in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.82M in Q2 2021. 762 funds tracked by Wall St. Rank hold MNST as of Q4 2021.

MD Financial Management held 51,480 shares of Monster Beverage worth $2.47M as of Q4 2021.
MD Financial Management bought 3,866 Monster Beverage shares in Q4 2021, an estimated $172K.
Monster Beverage made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #161 holding.
MD Financial Management first reported a position in Monster Beverage in Q1 2021 and has held it in 4 quarters since.
MD Financial Management's Monster Beverage position peaked at $2.82M in Q2 2021.
762 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.