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Apogem Capital’s MongoDB MDB Stock Holding History

Apogem Capital’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
Q4 		– Sell
-1,554
Closed -$309K – 71
2022
Q3 		$309K Sell
1,554
-63
-4% -$18.4K 0.31% 97
2022
Q2 		$420K Sell
1,617
-143
-8% -$44.7K 0.38% 86
2022
Q1 		$781K Sell
1,760
-592
-25% -$231K 0.53% 63
2021
Q4 		$1.25M Hold
2,352
– – 0.82% 30
2021
Q3 		$1.11M Sell
2,352
-286
-11% -$115K 0.71% 39
2021
Q2 		$954K Buy
2,638
+596
+29% +$184K 0.61% 56
2021
Q1 		$546K Buy
+2,042
New +$723K 0.37% 86

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Apogem Capital's MDB Position: Q4 2022 in Review

Apogem Capital sold out of MongoDB (MDB) in Q4 2022, closing a stake of 1,554 shares — an estimated $309K sold.

Apogem Capital first reported a position in MDB in Q1 2021 and held it in 7 quarters. The position peaked at $1.25M in Q4 2021. 521 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Apogem Capital reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
  • Apogem Capital sold 1,554 MongoDB shares in Q4 2022, an estimated $309K.
  • Apogem Capital first reported a position in MongoDB in Q1 2021 and held it in 7 quarters.
  • Apogem Capital's MongoDB position peaked at $1.25M in Q4 2021.
  • 521 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.