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Aspiriant LLC’s MongoDB MDB Stock Holding History

Aspiriant LLC’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
-391
Closed -$206K – 290
2021
Q4 		$206K Sell
391
-136
-26% -$69.6K 0.01% 271
2021
Q3 		$249K Buy
+527
New +$212K 0.01% 209
2019
Q3 		– Sell
-1,496
Closed -$227K – 227
2019
Q2 		$227K Hold
1,496
– – 0.02% 206
2019
Q1 		$219K Buy
+1,496
New +$154K 0.02% 211

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aspiriant LLC's MDB Position: Q1 2022 in Review

Aspiriant LLC sold out of MongoDB (MDB) in Q1 2022, closing a stake of 391 shares — an estimated $206K sold.

Aspiriant LLC first reported a position in MDB in Q1 2019 and held it in 4 quarters. The position peaked at $249K in Q3 2021. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

  • Aspiriant LLC reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
  • Aspiriant LLC sold 391 MongoDB shares in Q1 2022, an estimated $206K.
  • Aspiriant LLC first reported a position in MongoDB in Q1 2019 and held it in 4 quarters.
  • Aspiriant LLC's MongoDB position peaked at $249K in Q3 2021.
  • 570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Aspiriant LLC's 13F filing for Q1 2022, filed 6 May 2022.