Fund Management at Engine No 1’s MongoDB MDB Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-1,009	Closed	-$349K	–	255
2023 Q3	$349K	Buy	1,009 +97	+11%	+$36.8K	0.05%	296
2023 Q2	$375K	Buy	+912	New	+$266K	0.07%	285
2022 Q2	–	Sell	-565	Closed	-$251K	–	358
2022 Q1	$251K	Buy	+565	New	+$221K	0.06%	295

Other funds holding MDB

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fund Management at Engine No 1's MDB Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of MongoDB (MDB) in Q4 2023, closing a stake of 1,009 shares — an estimated $349K sold.

Fund Management at Engine No 1 first reported a position in MDB in Q1 2022 and held it in 3 quarters. The position peaked at $375K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

Fund Management at Engine No 1 reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 1,009 MongoDB shares in Q4 2023, an estimated $349K.
Fund Management at Engine No 1 first reported a position in MongoDB in Q1 2022 and held it in 3 quarters.
Fund Management at Engine No 1's MongoDB position peaked at $375K in Q2 2023.
746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.