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Brad Gerstner’s MongoDB MDB Stock Holding History

Brad Gerstner’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
-92,610
Closed -$18.4M – 12
2022
Q3 		$18.4M Sell
92,610
-175,200
-65% -$51.1M 0.39% 12
2022
Q2 		$69.5M Sell
267,810
-40,190
-13% -$12.6M 1.59% 9
2022
Q1 		$137M Buy
308,000
+58,000
+23% +$22.7M 1.97% 9
2021
Q4 		$132M Buy
+250,000
New +$128M 1.26% 13
2021
Q1 		– Sell
-422,000
Closed -$152M – 36
2020
Q4 		$152M Sell
422,000
-30,000
-7% -$8.38M 1.4% 14
2020
Q3 		$105M Hold
452,000
– – 1.77% 12
2020
Q2 		$102M Buy
452,000
+152,000
+51% +$28.2M 2.16% 9
2020
Q1 		$41M Hold
300,000
– – 1.23% 10
2019
Q4 		$39.5M Buy
300,000
+30,599
+11% +$4.02M 0.88% 10
2019
Q3 		$32.5M Buy
269,401
+109,401
+68% +$15.8M 0.79% 10
2019
Q2 		$24.3M Buy
160,000
+20,000
+14% +$2.9M 0.67% 13
2019
Q1 		$20.6M Sell
140,000
-109,484
-44% -$11.2M 0.7% 12
2018
Q4 		$20.9M Hold
249,484
– – 0.76% 13
2018
Q3 		$20.3M Hold
249,484
– – 0.79% 13
2018
Q2 		$12.4M Buy
249,484
+149,484
+149% +$6.71M 0.58% 12
2018
Q1 		$4.34M Hold
100,000
– – 0.22% 20
2017
Q4 		$2.97M Buy
+100,000
New +$2.92M 0.16% 19

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Brad Gerstner's MDB Position: Q4 2022 in Review

Brad Gerstner sold out of MongoDB (MDB) in Q4 2022, closing a stake of 92,610 shares — an estimated $18.4M sold.

Brad Gerstner first reported a position in MDB in Q4 2017 and held it in 17 quarters. The position peaked at $152M in Q4 2020. 522 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Brad Gerstner reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
  • Brad Gerstner sold 92,610 MongoDB shares in Q4 2022, an estimated $18.4M.
  • Brad Gerstner first reported a position in MongoDB in Q4 2017 and held it in 17 quarters.
  • Brad Gerstner's MongoDB position peaked at $152M in Q4 2020.
  • 522 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Altimeter Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.