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	-92	Closed	-$2K	–	560
2022 Q2	$2K	Hold	92	–	–	﹤0.01%	425
2022 Q1	$2K	Hold	92	–	–	﹤0.01%	407
2021 Q4	$2K	Buy	+92	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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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 92 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. 741 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 92 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.
741 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.