Carmichael Hill & Associates’s MongoDB MDB Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$24.3K	Hold	90	–	–	0.01%	481
2024 Q2	$22.5K	Hold	90	–	–	0.01%	467
2024 Q1	$32.3K	Hold	90	–	–	0.01%	414
2023 Q4	$36.8K	Hold	90	–	–	0.02%	395
2023 Q3	$31.1K	Hold	90	–	–	0.01%	403
2023 Q2	$37K	Hold	90	–	–	0.02%	381
2023 Q1	$21K	Hold	90	–	–	0.01%	446
2022 Q4	$17.7K	Hold	90	–	–	0.01%	487
2022 Q3	$18K	Hold	90	–	–	0.01%	494
2022 Q2	$23K	Hold	90	–	–	0.01%	442
2022 Q1	$40K	Buy	90 +6	+7%	+$2.35K	0.02%	404
2021 Q4	$44K	Hold	84	–	–	0.02%	393
2021 Q3	$40K	Hold	84	–	–	0.02%	397
2021 Q2	$30K	Hold	84	–	–	0.02%	458
2021 Q1	$22K	Buy	84 +12	+17%	+$4.25K	0.01%	486
2020 Q4	$26K	Buy	72 +20	+38%	+$5.59K	0.02%	431
2020 Q3	$12K	Hold	52	–	–	0.01%	502
2020 Q2	$12K	Hold	52	–	–	0.01%	482
2020 Q1	$7K	Hold	52	–	–	0.01%	502
2019 Q4	$7K	Buy	+52	New	+$6.83K	0.01%	521

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carmichael Hill & Associates's MDB Position: Q3 2024 in Review

Carmichael Hill & Associates held its MongoDB (MDB) position steady in Q3 2024 at 90 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #481.

Carmichael Hill & Associates first reported a position in MDB in Q4 2019 and has held it in 20 quarters since. The position peaked at $44K in Q4 2021. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

Carmichael Hill & Associates held 90 shares of MongoDB worth $24.3K as of Q3 2024.
Carmichael Hill & Associates left its MongoDB share count unchanged in Q3 2024.
MongoDB made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #481 holding.
Carmichael Hill & Associates first reported a position in MongoDB in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's MongoDB position peaked at $44K in Q4 2021.
664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.