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Fortis Capital Management’s MongoDB MDB Stock Holding History

Fortis 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
Q3 		– Sell
-591
Closed -$243K – 135
2023
Q2 		$243K Buy
+591
New +$172K 0.09% 92
2022
Q2 		– Sell
-557
Closed -$247K – 91
2022
Q1 		$247K Buy
+557
New +$218K 0.13% 73
2021
Q2 		– Sell
-7,345
Closed -$1.96M – 122
2021
Q1 		$1.96M Buy
+7,345
New +$2.6M 1.13% 48

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fortis Capital Management's MDB Position: Q3 2023 in Review

Fortis Capital Management sold out of MongoDB (MDB) in Q3 2023, closing a stake of 591 shares — an estimated $243K sold.

Fortis Capital Management first reported a position in MDB in Q1 2021 and held it in 3 quarters. The position peaked at $1.96M in Q1 2021. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

  • Fortis Capital Management reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
  • Fortis Capital Management sold 591 MongoDB shares in Q3 2023, an estimated $243K.
  • Fortis Capital Management first reported a position in MongoDB in Q1 2021 and held it in 3 quarters.
  • Fortis Capital Management's MongoDB position peaked at $1.96M in Q1 2021.
  • 666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Fortis Capital Management's 13F filing for Q3 2023, filed 3 Nov 2023.