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Aperio Group’s MongoDB MDB Stock Holding History

Aperio Group’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
2020
Q4 		$5.62M Buy
15,654
+504
+3% +$141K 0.02% 781
2020
Q3 		$3.51M Sell
15,150
-334
-2% -$72.4K 0.01% 872
2020
Q2 		$3.5M Buy
15,484
+6,441
+71% +$1.19M 0.01% 869
2020
Q1 		$1.24M Buy
9,043
+4,805
+113% +$710K 0.01% 1219
2019
Q4 		$558K Buy
+4,238
New +$556K ﹤0.01% 1743

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aperio Group's MDB Position: Q4 2020 in Review

Aperio Group increased its MongoDB (MDB) stake by 3.3% in Q4 2020, buying an estimated $141K and bringing the position to 15,654 shares worth $5.62M. The position accounts for 0.02% of the portfolio, ranked #781.

Aperio Group first reported a position in MDB in Q4 2019 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold MDB as of Q4 2020.

  • Aperio Group held 15,654 shares of MongoDB worth $5.62M as of Q4 2020.
  • Aperio Group bought 504 MongoDB shares in Q4 2020, an estimated $141K.
  • MongoDB made up 0.02% of Aperio Group's portfolio in Q4 2020, its #781 holding.
  • Aperio Group first reported a position in MongoDB in Q4 2019 and has held it in 5 quarters since.
  • 440 funds tracked by Wall St. Rank held MongoDB as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.