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Sterling Investment Advisors (Pennsylvania)’s monday.com MNDY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-133
Closed -$14K – 344
2022
Q2 		$14K Buy
+133
New +$16.2K ﹤0.01% 364

Other funds holding MNDY

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Franklin Resources
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
ZC
Zoom Communications San Jose, California $30.8M AUM 39.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MNDY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of monday.com (MNDY) in Q3 2022, closing a stake of 133 shares — an estimated $14K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MNDY in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 174 funds tracked by Wall St. Rank hold MNDY as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining monday.com position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 133 monday.com shares in Q3 2022, an estimated $14K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in monday.com in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s monday.com position peaked at $14K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held monday.com as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.