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Anchor Investment Management’s MongoDB MDB Stock Holding History

Anchor 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
Q2 		– Sell
-1
Closed -$359 – 1041
2024
Q1 		$359 Hold
1
– – ﹤0.01% 1012
2023
Q4 		$409 Hold
1
– – ﹤0.01% 938
2023
Q3 		$346 Hold
1
– – ﹤0.01% 959
2023
Q2 		$411 Sell
1
-999
-100% -$291K ﹤0.01% 945
2023
Q1 		$233K Hold
1,000
– – 0.03% 320
2022
Q4 		$197K Hold
1,000
– – 0.03% 338
2022
Q3 		$199K Hold
1,000
– – 0.03% 340
2022
Q2 		$260K Hold
1,000
– – 0.04% 312
2022
Q1 		$444K Buy
1,000
+100
+11% +$39.1K 0.06% 263
2021
Q4 		$476K Buy
+900
New +$461K 0.06% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anchor Investment Management's MDB Position: Q2 2024 in Review

Anchor Investment Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 1 share — an estimated $359 sold.

Anchor Investment Management first reported a position in MDB in Q4 2021 and held it in 10 quarters. The position peaked at $476K in Q4 2021. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Anchor Investment Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 1 MongoDB share in Q2 2024, an estimated $359.
  • Anchor Investment Management first reported a position in MongoDB in Q4 2021 and held it in 10 quarters.
  • Anchor Investment Management's MongoDB position peaked at $476K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.