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Phoenix Financial’s monday.com MNDY Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-3,407
Closed -$645K – 457
2023
Q4 		$645K Buy
3,407
+295
+9% +$47.5K 0.01% 230
2023
Q3 		$494K Buy
3,112
+1,066
+52% +$179K 0.01% 258
2023
Q2 		$349K Buy
+2,046
New +$306K 0.01% 260
2022
Q4 		– Sell
-3,954
Closed -$486K – 320
2022
Q3 		$486K Sell
3,954
-12,111
-75% -$1.43M 0.01% 247
2022
Q2 		$1.7M Buy
16,065
+6,537
+69% +$794K 0.03% 183
2022
Q1 		$1.51M Sell
9,528
-957
-9% -$180K 0.03% 222
2021
Q4 		$3.23M Buy
+10,485
New +$3.58M 0.05% 151

Other funds holding MNDY

SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Phoenix Financial's MNDY Position: Q1 2024 in Review

Phoenix Financial sold out of monday.com (MNDY) in Q1 2024, closing a stake of 3,407 shares — an estimated $645K sold.

Phoenix Financial first reported a position in MNDY in Q4 2021 and held it in 7 quarters. The position peaked at $3.23M in Q4 2021. 397 funds tracked by Wall St. Rank hold MNDY as of Q1 2024.

  • Phoenix Financial reported no remaining monday.com position as of Q1 2024 after selling out during the quarter.
  • Phoenix Financial sold 3,407 monday.com shares in Q1 2024, an estimated $645K.
  • Phoenix Financial first reported a position in monday.com in Q4 2021 and held it in 7 quarters.
  • Phoenix Financial's monday.com position peaked at $3.23M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held monday.com as of Q1 2024.

Based on Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.