Advisory Research’s MongoDB MDB Stock Holding History

Advisory Research’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	-888	Closed	-$363K	–	257
2023 Q4	$363K	Buy	888 +141	+19%	+$53.5K	0.06%	274
2023 Q3	$258K	Hold	747	–	–	0.04%	398
2023 Q2	$307K	Buy	+747	New	+$218K	0.04%	372

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's MDB Position: Q1 2024 in Review

Advisory Research sold out of MongoDB (MDB) in Q1 2024, closing a stake of 888 shares — an estimated $363K sold.

Advisory Research first reported a position in MDB in Q2 2023 and held it in 3 quarters. The position peaked at $363K in Q4 2023. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

Advisory Research reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 888 MongoDB shares in Q1 2024, an estimated $363K.
Advisory Research first reported a position in MongoDB in Q2 2023 and held it in 3 quarters.
Advisory Research's MongoDB position peaked at $363K in Q4 2023.
737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.