EH
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Equitable Holdings’s MongoDB MDB Stock Holding History

Equitable Holdings’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
2022
Q2 		– Sell
-577
Closed -$256K – 890
2022
Q1 		$256K Hold
577
– – ﹤0.01% 771
2021
Q4 		$305K Buy
577
+2
+0.3% +$1.02K ﹤0.01% 695
2021
Q3 		$271K Sell
575
-65
-10% -$26.2K ﹤0.01% 704
2021
Q2 		$231K Sell
640
-210
-25% -$64.9K ﹤0.01% 740
2021
Q1 		$227K Sell
850
-69
-8% -$24.4K ﹤0.01% 689
2020
Q4 		$330K Hold
919
– – 0.01% 539
2020
Q3 		$213K Buy
919
+14
+2% +$3.04K 0.01% 582
2020
Q2 		$205K Sell
905
-2,250
-71% -$417K 0.01% 585
2020
Q1 		$431K Sell
3,155
-750
-19% -$111K 0.02% 391
2019
Q4 		$514K Buy
+3,905
New +$513K 0.02% 395

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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