YHB Investment Advisors’s Monster Beverage MNST Stock Holding History

YHB 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 Q2	–	Sell	-9,646	Closed	-$286K	–	281
2024 Q1	$286K	Buy	9,646 +14	+0.1%	+$402	0.03%	237
2023 Q4	$277K	Buy	9,632 +12	+0.1%	+$321	0.03%	231
2023 Q3	$255K	Hold	9,620	–	–	0.02%	240
2023 Q2	$276K	Hold	9,620	–	–	0.03%	232
2023 Q1	$260K	Hold	9,620	–	–	0.03%	243
2022 Q4	$244K	Hold	9,620	–	–	0.03%	254
2022 Q3	$209K	Hold	9,620	–	–	0.02%	269
2022 Q2	$223K	Buy	+9,620	New	+$209K	0.02%	258
2022 Q1	–	Sell	-11,220	Closed	-$269K	–	307
2021 Q4	$269K	Hold	11,220	–	–	0.02%	276
2021 Q3	$249K	Hold	11,220	–	–	0.02%	273
2021 Q2	$256K	Hold	11,220	–	–	0.02%	268
2021 Q1	$275K	Sell	11,220 -4,300	-28%	-$96.3K	0.02%	251
2020 Q4	$359K	Hold	15,520	–	–	0.03%	215
2020 Q3	$311K	Buy	+15,520	New	+$307K	0.03%	210

Other funds holding MNST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

YHB Investment Advisors's MNST Position: Q2 2024 in Review

YHB Investment Advisors sold out of Monster Beverage (MNST) in Q2 2024, closing a stake of 9,646 shares — an estimated $286K sold.

YHB Investment Advisors first reported a position in MNST in Q3 2020 and held it in 14 quarters. The position peaked at $359K in Q4 2020. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

YHB Investment Advisors reported no remaining Monster Beverage position as of Q2 2024 after selling out during the quarter.
YHB Investment Advisors sold 9,646 Monster Beverage shares in Q2 2024, an estimated $286K.
YHB Investment Advisors first reported a position in Monster Beverage in Q3 2020 and held it in 14 quarters.
YHB Investment Advisors's Monster Beverage position peaked at $359K in Q4 2020.
931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on YHB Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.