Tompkins Financial’s Monster Beverage MNST Stock Holding History

Tompkins 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 Q1	$9K	Hold	200	–	–	﹤0.01%	367
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	370
2020 Q3	$8K	Buy	+200	New	+$7.9K	﹤0.01%	341
2017 Q1	–	Sell	-500	Closed	-$11K	–	373
2016 Q4	$11K	Buy	+500	New	+$11.4K	﹤0.01%	316
2016 Q3	–	Sell	-1,476	Closed	-$40K	–	442
2016 Q2	$40K	Sell	1,476 -900	-38%	-$21.7K	0.01%	273
2016 Q1	$53K	Sell	2,376 -258	-10%	-$5.75K	0.02%	237
2015 Q4	$65K	Sell	2,634 -6,222	-70%	-$150K	0.02%	248
2015 Q3	$199K	Hold	8,856	–	–	0.06%	155
2015 Q2	$198K	Hold	8,856	–	–	0.05%	162
2015 Q1	$204K	Buy	8,856 +3,216	+57%	+$67.3K	0.05%	161
2014 Q4	$102K	Sell	5,640 -240	-4%	-$4.14K	0.03%	193
2014 Q3	$90K	Sell	5,880 -66	-1%	-$866	0.02%	198
2014 Q2	$70K	Hold	5,946	–	–	0.02%	232
2014 Q1	$69K	Buy	5,946 +2,616	+79%	+$30.6K	0.02%	224
2013 Q4	$38K	Hold	3,330	–	–	0.01%	310
2013 Q3	$29K	Sell	3,330 -150	-4%	-$1.48K	0.01%	314
2013 Q2	$35K	Buy	+3,480	New	+$32.7K	0.01%	291

Other funds holding MNST

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

ClearBridge Investments

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