Advisor Partners II’s MongoDB MDB Stock Holding History

Advisor Partners II’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
2023 Q3	$393K	Buy	1,137 +400	+54%	+$152K	0.02%	824
2023 Q2	$303K	Buy	+737	New	+$215K	0.01%	789

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Partners II's MDB Position: Q3 2023 in Review

Advisor Partners II increased its MongoDB (MDB) stake by 54% in Q3 2023, buying an estimated $152K and bringing the position to 1,137 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #824.

Advisor Partners II first reported a position in MDB in Q2 2023 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Advisor Partners II held 1,137 shares of MongoDB worth $393K as of Q3 2023.
Advisor Partners II bought 400 MongoDB shares in Q3 2023, an estimated $152K.
MongoDB made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #824 holding.
Advisor Partners II first reported a position in MongoDB in Q2 2023 and has held it in 2 quarters since.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.