NW
MNDY icon

Naviter Wealth’s monday.com MNDY Stock Holding History

Naviter Wealth’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
2022
Q4 		– Sell
-2,739
Closed -$310K – 199
2022
Q3 		$310K Sell
2,739
-111
-4% -$13.1K 0.13% 159
2022
Q2 		$294K Sell
2,850
-18,387
-87% -$2.23M 0.12% 161
2022
Q1 		$3.36M Buy
21,237
+14,088
+197% +$2.65M 1.12% 29
2021
Q4 		$2.21M Buy
+7,149
New +$2.44M 0.66% 43

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Naviter Wealth's MNDY Position: Q4 2022 in Review

Naviter Wealth sold out of monday.com (MNDY) in Q4 2022, closing a stake of 2,739 shares — an estimated $310K sold.

Naviter Wealth first reported a position in MNDY in Q4 2021 and held it in 4 quarters. The position peaked at $3.36M in Q1 2022. 172 funds tracked by Wall St. Rank hold MNDY as of Q4 2022.

  • Naviter Wealth reported no remaining monday.com position as of Q4 2022 after selling out during the quarter.
  • Naviter Wealth sold 2,739 monday.com shares in Q4 2022, an estimated $310K.
  • Naviter Wealth first reported a position in monday.com in Q4 2021 and held it in 4 quarters.
  • Naviter Wealth's monday.com position peaked at $3.36M in Q1 2022.
  • 172 funds tracked by Wall St. Rank held monday.com as of Q4 2022.

Based on Naviter Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.