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Bartlett & Co’s MongoDB MDB Stock Holding History

Bartlett & Co’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
2023
Q4 		$42K Hold
100
– – ﹤0.01% 740
2023
Q3 		$35K Hold
100
– – ﹤0.01% 720
2023
Q2 		$41K Hold
100
– – ﹤0.01% 707
2023
Q1 		$23K Hold
100
– – ﹤0.01% 689
2022
Q4 		$20K Hold
100
– – ﹤0.01% 720
2022
Q3 		$20K Sell
100
-27
-21% -$7.88K ﹤0.01% 705
2022
Q2 		$33K Buy
127
+27
+27% +$8.44K ﹤0.01% 649
2022
Q1 		$44K Buy
+100
New +$39.1K ﹤0.01% 602
2021
Q4 		– Sell
-100
Closed -$47K – 682
2021
Q3 		$47K Buy
+100
New +$40.3K ﹤0.01% 518

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bartlett & Co's MDB Position: Q4 2023 in Review

Bartlett & Co held its MongoDB (MDB) position steady in Q4 2023 at 100 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Bartlett & Co first reported a position in MDB in Q3 2021 and has held it in 9 quarters since. The position peaked at $47K in Q3 2021. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Bartlett & Co held 100 shares of MongoDB worth $42K as of Q4 2023.
  • Bartlett & Co left its MongoDB share count unchanged in Q4 2023.
  • MongoDB made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #740 holding.
  • Bartlett & Co first reported a position in MongoDB in Q3 2021 and has held it in 9 quarters since.
  • Bartlett & Co's MongoDB position peaked at $47K in Q3 2021.
  • 746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.