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Waverton Investment Management’s Monster Beverage MNST Stock Holding History

Waverton Investment Management’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
2013
Q4 		– Sell
-296,700
Closed -$2.58M – 177
2013
Q3 		$2.58M Buy
+296,700
New +$2.93M 0.15% 120

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Waverton Investment Management's MNST Position: Q4 2013 in Review

Waverton Investment Management sold out of Monster Beverage (MNST) in Q4 2013, closing a stake of 296,700 shares — an estimated $2.58M sold.

Waverton Investment Management first reported a position in MNST in Q3 2013 and held it in 1 quarter. The position peaked at $2.58M in Q3 2013. 376 funds tracked by Wall St. Rank hold MNST as of Q4 2013.

  • Waverton Investment Management reported no remaining Monster Beverage position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 296,700 Monster Beverage shares in Q4 2013, an estimated $2.58M.
  • Waverton Investment Management first reported a position in Monster Beverage in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Monster Beverage position peaked at $2.58M in Q3 2013.
  • 376 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.