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Chartwell Investment Partners’s MongoDB MDB Stock Holding History

Chartwell Investment Partners’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 		$2M Sell
7,380
-624
-8% -$162K 0.07% 289
2024
Q2 		$2M Buy
8,004
+254
+3% +$80.2K 0.07% 281
2024
Q1 		$2.78M Sell
7,750
-342
-4% -$140K 0.1% 257
2023
Q4 		$3.31M Buy
8,092
+3,434
+74% +$1.3M 0.12% 238
2023
Q3 		$1.61M Buy
+4,658
New +$1.77M 0.06% 297
2022
Q2 		– Sell
-4,540
Closed -$2.01M – 428
2022
Q1 		$2.01M Buy
+4,540
New +$1.78M 0.07% 294

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chartwell Investment Partners's MDB Position: Q3 2024 in Review

Chartwell Investment Partners reduced its MongoDB (MDB) stake by 7.8% in Q3 2024, selling an estimated $162K and leaving 7,380 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #289.

Chartwell Investment Partners first reported a position in MDB in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.31M in Q4 2023. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Chartwell Investment Partners held 7,380 shares of MongoDB worth $2M as of Q3 2024.
  • Chartwell Investment Partners sold 624 MongoDB shares in Q3 2024, an estimated $162K.
  • MongoDB made up 0.07% of Chartwell Investment Partners's portfolio in Q3 2024, its #289 holding.
  • Chartwell Investment Partners first reported a position in MongoDB in Q1 2022 and has held it in 6 quarters since.
  • Chartwell Investment Partners's MongoDB position peaked at $3.31M in Q4 2023.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.