Monumental Financial Group’s Cheniere Energy LNG Stock Holding History

Monumental Financial Group’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,591	Closed	-$1.04M	–	67
2023 Q1	$1.04M	Buy	6,591 +722	+12%	+$109K	0.74%	42
2022 Q4	$880K	Buy	+5,869	New	+$982K	0.71%	43

Other funds holding LNG

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

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

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monumental Financial Group's LNG Position: Q2 2023 in Review

Monumental Financial Group sold out of Cheniere Energy (LNG) in Q2 2023, closing a stake of 6,591 shares — an estimated $1.04M sold.

Monumental Financial Group first reported a position in LNG in Q4 2022 and held it in 2 quarters. The position peaked at $1.04M in Q1 2023. 906 funds tracked by Wall St. Rank hold LNG as of Q2 2023.

Monumental Financial Group reported no remaining Cheniere Energy position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 6,591 Cheniere Energy shares in Q2 2023, an estimated $1.04M.
Monumental Financial Group first reported a position in Cheniere Energy in Q4 2022 and held it in 2 quarters.
Monumental Financial Group's Cheniere Energy position peaked at $1.04M in Q1 2023.
906 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.