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Gratus Capital’s MongoDB MDB Stock Holding History

Gratus Capital’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 		$4.83M Buy
19,334
+700
+4% +$221K 0.19% 98
2024
Q1 		$6.68M Buy
+18,634
New +$7.61M 0.31% 88

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

Gratus Capital's MDB Position: Q2 2024 in Review

Gratus Capital increased its MongoDB (MDB) stake by 3.8% in Q2 2024, buying an estimated $221K and bringing the position to 19,334 shares worth $4.83M. The position accounts for 0.19% of the portfolio, ranked #98.

Gratus Capital first reported a position in MDB in Q1 2024 and has held it in 2 quarters since. The position peaked at $6.68M in Q1 2024. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Gratus Capital held 19,334 shares of MongoDB worth $4.83M as of Q2 2024.
  • Gratus Capital bought 700 MongoDB shares in Q2 2024, an estimated $221K.
  • MongoDB made up 0.19% of Gratus Capital's portfolio in Q2 2024, its #98 holding.
  • Gratus Capital first reported a position in MongoDB in Q1 2024 and has held it in 2 quarters since.
  • Gratus Capital's MongoDB position peaked at $6.68M in Q1 2024.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.