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Akaris Global Partners’s MongoDB MDB Stock Holding History

Akaris Global Partners’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
Q2 		– Sell
-38,282
Closed -$8.92M – 22
2023
Q1 		$8.92M Sell
38,282
-31,823
-45% -$6.68M 2.79% 12
2022
Q4 		$13.8M Buy
70,105
+29,524
+73% +$5.25M 4.76% 10
2022
Q3 		$8.06M Buy
40,581
+5,447
+16% +$1.59M 2.99% 9
2022
Q2 		$9.12M Buy
35,134
+10,101
+40% +$3.16M 3.26% 10
2022
Q1 		$11.1M Buy
25,033
+5,224
+26% +$2.04M 3.83% 9
2021
Q4 		$10.5M Buy
19,809
+4,550
+30% +$2.33M 10.21% 4
2021
Q3 		$7.2M Sell
15,259
-6,956
-31% -$2.8M 7.14% 5
2021
Q2 		$8.03M Hold
22,215
– – 7.29% 6
2021
Q1 		$5.94M Buy
+22,215
New +$7.87M 5.77% 10

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Akaris Global Partners's MDB Position: Q2 2023 in Review

Akaris Global Partners sold out of MongoDB (MDB) in Q2 2023, closing a stake of 38,282 shares — an estimated $8.92M sold.

Akaris Global Partners first reported a position in MDB in Q1 2021 and held it in 9 quarters. The position peaked at $13.8M in Q4 2022. 662 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

  • Akaris Global Partners reported no remaining MongoDB position as of Q2 2023 after selling out during the quarter.
  • Akaris Global Partners sold 38,282 MongoDB shares in Q2 2023, an estimated $8.92M.
  • Akaris Global Partners first reported a position in MongoDB in Q1 2021 and held it in 9 quarters.
  • Akaris Global Partners's MongoDB position peaked at $13.8M in Q4 2022.
  • 662 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on Akaris Global Partners's 13F filing for Q2 2023, filed 14 Aug 2023.