SP
MNST icon

SWS Partners’s Monster Beverage MNST Stock Holding History

SWS Partners’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
2020
Q4 		– Sell
-32,636
Closed -$654K – 116
2020
Q3 		$654K Buy
32,636
+3,480
+12% +$68.7K 0.33% 86
2020
Q2 		$572K Sell
29,156
-3,436
-11% -$56.1K 0.73% 58
2020
Q1 		$458K Buy
+32,592
New +$524K 0.33% 82
2019
Q3 		$380K Sell
25,900
-2,808
-10% -$42.5K 0.22% 85
2019
Q2 		$466K Buy
+28,708
New +$433K 0.3% 81
2018
Q4 		$278K Buy
22,564
+448
+2% +$6.08K 0.21% 79
2018
Q3 		$322K Buy
22,116
+2,228
+11% +$33.5K 0.2% 81
2018
Q2 		$285K Buy
+19,888
New +$268K 0.2% 83

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SWS Partners's MNST Position: Q4 2020 in Review

SWS Partners sold out of Monster Beverage (MNST) in Q4 2020, closing a stake of 32,636 shares — an estimated $654K sold.

SWS Partners first reported a position in MNST in Q2 2018 and held it in 8 quarters. The position peaked at $654K in Q3 2020. 714 funds tracked by Wall St. Rank hold MNST as of Q4 2020.

  • SWS Partners reported no remaining Monster Beverage position as of Q4 2020 after selling out during the quarter.
  • SWS Partners sold 32,636 Monster Beverage shares in Q4 2020, an estimated $654K.
  • SWS Partners first reported a position in Monster Beverage in Q2 2018 and held it in 8 quarters.
  • SWS Partners's Monster Beverage position peaked at $654K in Q3 2020.
  • 714 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2020.

Based on SWS Partners's 13F filing for Q4 2020, filed 31 Mar 2021.