SkyOak Wealth’s Monster Beverage MNST Stock Holding History

SkyOak Wealth’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
2023 Q3	–	Sell	-4,530	Closed	-$260K	–	253
2023 Q2	$260K	Sell	4,530 -460	-9%	-$26.2K	0.07%	190
2023 Q1	$270K	Buy	+4,990	New	+$256K	0.08%	173
2022 Q1	–	Sell	-4,408	Closed	-$212K	–	261
2021 Q4	$212K	Buy	+4,408	New	+$196K	0.05%	224

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SkyOak Wealth's MNST Position: Q3 2023 in Review

SkyOak Wealth sold out of Monster Beverage (MNST) in Q3 2023, closing a stake of 4,530 shares — an estimated $260K sold.

SkyOak Wealth first reported a position in MNST in Q4 2021 and held it in 3 quarters. The position peaked at $270K in Q1 2023. 902 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

SkyOak Wealth reported no remaining Monster Beverage position as of Q3 2023 after selling out during the quarter.
SkyOak Wealth sold 4,530 Monster Beverage shares in Q3 2023, an estimated $260K.
SkyOak Wealth first reported a position in Monster Beverage in Q4 2021 and held it in 3 quarters.
SkyOak Wealth's Monster Beverage position peaked at $270K in Q1 2023.
902 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.