Achmea Investment Management’s MongoDB MDB Stock Holding History

Achmea Investment Management’s Portfolio MDB Stock Details MDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-741	Closed	-$303K	–	462
2023 Q4	$303K	Hold	741	–	–	0.01%	475
2023 Q3	$256K	Sell	741 -137	-16%	-$52K	0.01%	477
2023 Q2	$361K	Buy	878 +741	+541%	+$216K	0.01%	509
2023 Q1	$32K	Sell	137 -4,328	-97%	-$908K	﹤0.01%	567
2022 Q4	$824K	Hold	4,465	–	–	0.03%	422
2022 Q3	$887K	Hold	4,465	–	–	0.03%	409
2022 Q2	$1.16M	Hold	4,465	–	–	0.04%	383
2022 Q1	$1.98M	Buy	+4,465	New	+$1.75M	0.05%	333
2021 Q4	–	Sell	-4,465	Closed	-$2.11M	–	403
2021 Q3	$2.11M	Buy	4,465 +137	+3%	+$55.2K	0.06%	334
2021 Q2	$1.56M	Buy	4,328 +1,851	+75%	+$572K	0.05%	367
2021 Q1	$663K	Hold	2,477	–	–	0.02%	468
2020 Q4	$890K	Sell	2,477 -2,583	-51%	-$721K	0.03%	408
2020 Q3	$1.17M	Sell	5,060 -5,436	-52%	-$1.18M	0.05%	338
2020 Q2	$2.38M	Hold	10,496	–	–	0.08%	173
2020 Q1	$1.43M	Buy	10,496 +3,699	+54%	+$546K	0.07%	164
2019 Q4	$895K	Hold	6,797	–	–	0.03%	381
2019 Q3	$819K	Buy	6,797 +1,737	+34%	+$251K	0.03%	379
2019 Q2	$770K	Buy	+5,060	New	+$735K	0.03%	401

Other funds holding MDB

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Achmea Investment Management's MDB Position: Q1 2024 in Review

Achmea Investment Management sold out of MongoDB (MDB) in Q1 2024, closing a stake of 741 shares — an estimated $303K sold.

Achmea Investment Management first reported a position in MDB in Q2 2019 and held it in 18 quarters. The position peaked at $2.38M in Q2 2020. 738 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

Achmea Investment Management reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
Achmea Investment Management sold 741 MongoDB shares in Q1 2024, an estimated $303K.
Achmea Investment Management first reported a position in MongoDB in Q2 2019 and held it in 18 quarters.
Achmea Investment Management's MongoDB position peaked at $2.38M in Q2 2020.
738 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.