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Sun Life Financial’s Monster Beverage MNST Stock Holding History

Sun Life Financial’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
-892
Closed -$20K – 340
2021
Q1 		$20K Buy
892
+16
+2% +$358 ﹤0.01% 271
2020
Q4 		$20K Sell
876
-20
-2% -$420 ﹤0.01% 255
2020
Q3 		$18K Sell
896
-12
-1% -$237 ﹤0.01% 252
2020
Q2 		$16K Hold
908
– – ﹤0.01% 238
2020
Q1 		$13K Buy
908
+8
+0.9% +$129 ﹤0.01% 234
2019
Q4 		$14K Sell
900
-376
-29% -$5.52K ﹤0.01% 261
2019
Q3 		$19K Buy
1,276
+8
+0.6% +$121 ﹤0.01% 406
2019
Q2 		$20K Sell
1,268
-1,400
-52% -$21.1K 0.01% 392
2019
Q1 		$36K Sell
2,668
-1,732
-39% -$24.7K 0.01% 396
2018
Q4 		$54K Buy
4,400
+32
+0.7% +$434 0.01% 380
2018
Q3 		$64K Sell
4,368
-92
-2% -$1.38K 0.01% 395
2018
Q2 		$64K Buy
4,460
+4,028
+932% +$54.4K 0.01% 381
2018
Q1 		$1.88K Sell
432
-3,172
-88% -$49.5K 0.02% 225
2017
Q4 		$57K Sell
3,604
-8,580
-70% -$128K 0.01% 251
2017
Q3 		$168K Buy
12,184
+444
+4% +$5.99K 0.02% 258
2017
Q2 		$146K Buy
11,740
+11,700
+29,250% +$141K 0.02% 273
2017
Q1 		$217 Buy
+40
New +$447 ﹤0.01% 260

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sun Life Financial's MNST Position: Q2 2021 in Review

Sun Life Financial sold out of Monster Beverage (MNST) in Q2 2021, closing a stake of 892 shares — an estimated $20K sold.

Sun Life Financial first reported a position in MNST in Q1 2017 and held it in 17 quarters. The position peaked at $168K in Q3 2017. 732 funds tracked by Wall St. Rank hold MNST as of Q2 2021.

  • Sun Life Financial reported no remaining Monster Beverage position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 892 Monster Beverage shares in Q2 2021, an estimated $20K.
  • Sun Life Financial first reported a position in Monster Beverage in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Monster Beverage position peaked at $168K in Q3 2017.
  • 732 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.