FAM
MDB icon

Fulcrum Asset Management’s MongoDB MDB Stock Holding History

Fulcrum Asset 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
2022
Q1 		– Hold
0
– – – 206
2021
Q4 		– Hold
0
– – – 204
2020
Q4 		– Hold
0
– – – 123
2020
Q3 		– Sell
-2,881
Closed -$625K – 94
2020
Q2 		$703K Buy
+2,881
New +$534K 0.24% 125

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fulcrum Asset Management's MDB Position: Q1 2022 in Review

Fulcrum Asset Management held its MongoDB (MDB) position steady in Q1 2022 at 0 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #206.

Fulcrum Asset Management first reported a position in MDB in Q2 2020 and has held it in 1 quarter since. The position peaked at $703K in Q2 2020. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of MongoDB worth $313K as of Q1 2022.
  • Fulcrum Asset Management left its MongoDB share count unchanged in Q1 2022.
  • MongoDB made up 0.09% of Fulcrum Asset Management's portfolio in Q1 2022, its #206 holding.
  • Fulcrum Asset Management first reported a position in MongoDB in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's MongoDB position peaked at $703K in Q2 2020.
  • 570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.