D.B. Root & Company’s MongoDB MDB Stock Holding History

D.B. Root & Company’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	–	Sell	-925	Closed	-$320K	–	171
2023 Q3	$320K	Hold	925	–	–	0.12%	134
2023 Q2	$380K	Buy	+925	New	+$270K	0.14%	132

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

Jennison Associates New York $145B AUM 34.61% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

D.B. Root & Company's MDB Position: Q4 2023 in Review

D.B. Root & Company sold out of MongoDB (MDB) in Q4 2023, closing a stake of 925 shares — an estimated $320K sold.

D.B. Root & Company first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $380K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

D.B. Root & Company reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
D.B. Root & Company sold 925 MongoDB shares in Q4 2023, an estimated $320K.
D.B. Root & Company first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
D.B. Root & Company's MongoDB position peaked at $380K in Q2 2023.
746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on D.B. Root & Company's 13F filing for Q4 2023, filed 16 Jan 2024.