Essex Investment Management’s MongoDB MDB Stock Holding History

Essex Investment 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
2019 Q4	–	Sell	-32,257	Closed	-$3.89M	–	496
2019 Q3	$3.89M	Sell	32,257 -702	-2%	-$101K	0.56%	40
2019 Q2	$5.01M	Sell	32,959 -12,924	-28%	-$1.88M	0.69%	25
2019 Q1	$6.75M	Sell	45,883 -43,449	-49%	-$4.46M	1%	16
2018 Q4	$7.48M	Sell	89,332 -8,130	-8%	-$625K	1.17%	15
2018 Q3	$7.95M	Sell	97,462 -14,623	-13%	-$975K	0.93%	15
2018 Q2	$5.56M	Buy	112,085 +25,223	+29%	+$1.13M	0.7%	29
2018 Q1	$3.77M	Buy	86,862 +15,213	+21%	+$492K	0.5%	52
2017 Q4	$2.13M	Buy	+71,649	New	+$2.1M	0.28%	111

Other funds holding MDB

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Essex Investment Management's MDB Position: Q4 2019 in Review

Essex Investment Management sold out of MongoDB (MDB) in Q4 2019, closing a stake of 32,257 shares — an estimated $3.89M sold.

Essex Investment Management first reported a position in MDB in Q4 2017 and held it in 8 quarters. The position peaked at $7.95M in Q3 2018. 291 funds tracked by Wall St. Rank hold MDB as of Q4 2019.

Essex Investment Management reported no remaining MongoDB position as of Q4 2019 after selling out during the quarter.
Essex Investment Management sold 32,257 MongoDB shares in Q4 2019, an estimated $3.89M.
Essex Investment Management first reported a position in MongoDB in Q4 2017 and held it in 8 quarters.
Essex Investment Management's MongoDB position peaked at $7.95M in Q3 2018.
291 funds tracked by Wall St. Rank held MongoDB as of Q4 2019.

Based on Essex Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.