Surevest’s Monster Beverage MNST Stock Holding History

Surevest’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
2022 Q3	–	Sell	-46	Closed	-$2K	–	560
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	425
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	407
2021 Q4	$2K	Buy	+46	New	+$2.04K	﹤0.01%	415

Other funds holding MNST

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Surevest's MNST Position: Q3 2022 in Review

Surevest sold out of Monster Beverage (MNST) in Q3 2022, closing a stake of 46 shares — an estimated $2K sold.

Surevest first reported a position in MNST in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 742 funds tracked by Wall St. Rank hold MNST as of Q3 2022.

Surevest reported no remaining Monster Beverage position as of Q3 2022 after selling out during the quarter.
Surevest sold 46 Monster Beverage shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Monster Beverage in Q4 2021 and held it in 3 quarters.
Surevest's Monster Beverage position peaked at $2K in Q2 2022.
742 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.