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Ulland Investment Advisors’s Monster Beverage MNST Stock Holding History

Ulland Investment Advisors’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
2024
Q3 		– Sell
-120
Closed -$3K – 215
2024
Q2 		$3K Buy
+120
New +$3.18K ﹤0.01% 202

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ulland Investment Advisors's MNST Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 120 shares — an estimated $3K sold.

Ulland Investment Advisors first reported a position in MNST in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • Ulland Investment Advisors reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 120 Monster Beverage shares in Q3 2024, an estimated $3K.
  • Ulland Investment Advisors first reported a position in Monster Beverage in Q2 2024 and held it in 1 quarter.
  • Ulland Investment Advisors's Monster Beverage position peaked at $3K in Q2 2024.
  • 915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.