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Winifred I. Li’s Monster Beverage MNST Stock Holding History

Winifred I. Li’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
2014
Q4 		$7K Buy
360
+234
+186% +$4.04K 0.01% 424
2014
Q3 		$2K Buy
+126
New +$1.65K ﹤0.01% 396

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winifred I. Li's MNST Position: Q4 2014 in Review

Winifred I. Li increased its Monster Beverage (MNST) stake by 186% in Q4 2014, buying an estimated $4.04K and bringing the position to 360 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #424.

Winifred I. Li first reported a position in MNST in Q3 2014 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold MNST as of Q4 2014.

  • Winifred I. Li held 360 shares of Monster Beverage worth $7K as of Q4 2014.
  • Winifred I. Li bought 234 Monster Beverage shares in Q4 2014, an estimated $4.04K.
  • Monster Beverage made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #424 holding.
  • Winifred I. Li first reported a position in Monster Beverage in Q3 2014 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.