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Northwest & Ethical Investments’s monday.com MNDY Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-650
Closed -$180K – 542
2024
Q3 		$181K Buy
650
+100
+18% +$24.8K ﹤0.01% 428
2024
Q2 		$132K Buy
+550
New +$116K ﹤0.01% 429

Other funds holding MNDY

WCM Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Northwest & Ethical Investments's MNDY Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of monday.com (MNDY) in Q4 2024, closing a stake of 650 shares — an estimated $180K sold.

Northwest & Ethical Investments first reported a position in MNDY in Q2 2024 and held it in 2 quarters. The position peaked at $181K in Q3 2024. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 650 monday.com shares in Q4 2024, an estimated $180K.
  • Northwest & Ethical Investments first reported a position in monday.com in Q2 2024 and held it in 2 quarters.
  • Northwest & Ethical Investments's monday.com position peaked at $181K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.