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Disciplined Investments’s MongoDB MDB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2
Closed -$822 – 957
2023
Q2 		$822 Hold
2
– – ﹤0.01% 1044
2023
Q1 		$466 Sell
2
-1
-33% -$210 ﹤0.01% 1248
2022
Q4 		$591 Buy
+3
New +$534 ﹤0.01% 1128
2022
Q3 		– Sell
-1
Closed – – 1443
2022
Q2 		$0 Sell
1
-1
-50% -$313 ﹤0.01% 1477
2022
Q1 		$1K Buy
+2
New +$782 ﹤0.01% 1069

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Investments's MDB Position: Q3 2023 in Review

Disciplined Investments sold out of MongoDB (MDB) in Q3 2023, closing a stake of 2 shares — an estimated $822 sold.

Disciplined Investments first reported a position in MDB in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

  • Disciplined Investments reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 MongoDB shares in Q3 2023, an estimated $822.
  • Disciplined Investments first reported a position in MongoDB in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's MongoDB position peaked at $1K in Q1 2022.
  • 666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.