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Oldfather Financial Services’s Monster Beverage MNST Stock Holding History

Oldfather Financial Services’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
Q2 		– Sell
-7,818
Closed -$373K – 63
2021
Q1 		$373K Hold
7,818
– – 0.21% 48
2020
Q4 		$356K Hold
7,818
– – 0.21% 50
2020
Q3 		$324K Hold
7,818
– – 0.23% 49
2020
Q2 		$304K Hold
7,818
– – 0.24% 49
2020
Q1 		$259K Hold
7,818
– – 0.25% 49
2019
Q4 		$260K Buy
+7,818
New +$230K 0.24% 45

Other funds holding MNST

Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oldfather Financial Services's MNST Position: Q2 2021 in Review

Oldfather Financial Services sold out of Monster Beverage (MNST) in Q2 2021, closing a stake of 7,818 shares — an estimated $373K sold.

Oldfather Financial Services first reported a position in MNST in Q4 2019 and held it in 6 quarters. The position peaked at $373K in Q1 2021. 732 funds tracked by Wall St. Rank hold MNST as of Q2 2021.

  • Oldfather Financial Services reported no remaining Monster Beverage position as of Q2 2021 after selling out during the quarter.
  • Oldfather Financial Services sold 7,818 Monster Beverage shares in Q2 2021, an estimated $373K.
  • Oldfather Financial Services first reported a position in Monster Beverage in Q4 2019 and held it in 6 quarters.
  • Oldfather Financial Services's Monster Beverage position peaked at $373K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2021.

Based on Oldfather Financial Services's 13F filing for Q2 2021, filed 11 Aug 2021.