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Evolutionary Tree Capital Management’s MongoDB MDB Stock Holding History

Evolutionary Tree 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
2024
Q2 		– Sell
-5,939
Closed -$2.13M – 38
2024
Q1 		$2.13M Buy
5,939
+1,001
+20% +$409K 2.14% 21
2023
Q4 		$2.02M Buy
4,938
+581
+13% +$220K 2.23% 19
2023
Q3 		$1.51M Buy
4,357
+739
+20% +$281K 1.94% 23
2023
Q2 		$1.49M Sell
3,618
-2,338
-39% -$682K 1.79% 22
2023
Q1 		$1.39M Sell
5,956
-6,008
-50% -$1.26M 1.92% 20
2022
Q4 		$2.35M Buy
11,964
+4,143
+53% +$737K 2.26% 19
2022
Q3 		$1.55M Sell
7,821
-722
-8% -$211K 1.49% 26
2022
Q2 		$2.22M Buy
+8,543
New +$2.67M 2.41% 19
2021
Q4 		– Sell
-11,275
Closed -$5.32M – 44
2021
Q3 		$5.32M Buy
11,275
+896
+9% +$361K 2.36% 19
2021
Q2 		$3.75M Buy
10,379
+3,978
+62% +$1.23M 1.73% 27
2021
Q1 		$1.71M Sell
6,401
-1,240
-16% -$439K 1.01% 32
2020
Q4 		$2.74M Buy
+7,641
New +$2.13M 2.09% 19

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolutionary Tree Capital Management's MDB Position: Q2 2024 in Review

Evolutionary Tree Capital Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 5,939 shares — an estimated $2.13M sold.

Evolutionary Tree Capital Management first reported a position in MDB in Q4 2020 and held it in 12 quarters. The position peaked at $5.32M in Q3 2021. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Evolutionary Tree Capital Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Evolutionary Tree Capital Management sold 5,939 MongoDB shares in Q2 2024, an estimated $2.13M.
  • Evolutionary Tree Capital Management first reported a position in MongoDB in Q4 2020 and held it in 12 quarters.
  • Evolutionary Tree Capital Management's MongoDB position peaked at $5.32M in Q3 2021.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Evolutionary Tree Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.