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
2022 Q1	–	Sell	-100	Closed	-$53	–	1032
2021 Q4	$53	Buy	+100	New	+$51.2K	﹤0.01%	1003

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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. 660 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.
660 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.