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Hamilton Point Investment Advisors’s MongoDB MDB Stock Holding History

Hamilton Point Investment Advisors’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
-643
Closed -$231K – 148
2024
Q1 		$231K Hold
643
– – 0.04% 110
2023
Q4 		$263K Sell
643
-200
-24% -$75.9K 0.05% 113
2023
Q3 		$292K Hold
843
– – 0.07% 101
2023
Q2 		$346K Buy
+843
New +$246K 0.08% 97

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

Hamilton Point Investment Advisors's MDB Position: Q2 2024 in Review

Hamilton Point Investment Advisors sold out of MongoDB (MDB) in Q2 2024, closing a stake of 643 shares — an estimated $231K sold.

Hamilton Point Investment Advisors first reported a position in MDB in Q2 2023 and held it in 4 quarters. The position peaked at $346K in Q2 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Hamilton Point Investment Advisors reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 643 MongoDB shares in Q2 2024, an estimated $231K.
  • Hamilton Point Investment Advisors first reported a position in MongoDB in Q2 2023 and held it in 4 quarters.
  • Hamilton Point Investment Advisors's MongoDB position peaked at $346K in Q2 2023.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.