Echo Street Capital Management’s MongoDB MDB Stock Holding History

Echo Street Capital Management’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	-2,103	Closed	-$727K	–	258
2023 Q3	$727K	Buy	+2,103	New	+$798K	0.01%	189
2023 Q2	–	Sell	-2,170	Closed	-$506K	–	546
2023 Q1	$506K	Buy	+2,170	New	+$455K	﹤0.01%	257
2022 Q4	–	Sell	-4,974	Closed	-$988K	–	595
2022 Q3	$988K	Buy	+4,974	New	+$1.45M	0.01%	157
2022 Q1	–	Sell	-845	Closed	-$447K	–	692
2021 Q4	$447K	Buy	845 +80	+10%	+$41K	﹤0.01%	435
2021 Q3	$361K	Buy	+765	New	+$308K	﹤0.01%	489
2021 Q2	–	Sell	-1,638	Closed	-$438K	–	672
2021 Q1	$438K	Buy	+1,638	New	+$580K	﹤0.01%	334

Other funds holding MDB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 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

Echo Street Capital Management's MDB Position: Q4 2023 in Review

Echo Street Capital Management sold out of MongoDB (MDB) in Q4 2023, closing a stake of 2,103 shares — an estimated $727K sold.

Echo Street Capital Management first reported a position in MDB in Q1 2021 and held it in 6 quarters. The position peaked at $988K in Q3 2022. 747 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

Echo Street Capital Management reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,103 MongoDB shares in Q4 2023, an estimated $727K.
Echo Street Capital Management first reported a position in MongoDB in Q1 2021 and held it in 6 quarters.
Echo Street Capital Management's MongoDB position peaked at $988K in Q3 2022.
747 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.