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IBM Retirement Fund’s MongoDB MDB Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-999
Closed -$443K – 288
2022
Q1 		$443K Sell
999
-33
-3% -$12.9K 0.06% 287
2021
Q4 		$546K Sell
1,032
-723
-41% -$370K 0.07% 273
2021
Q3 		$828K Buy
1,755
+256
+17% +$103K 0.06% 281
2021
Q2 		$542K Sell
1,499
-254
-14% -$78.6K 0.04% 396
2021
Q1 		$469K Sell
1,753
-109
-6% -$38.6K 0.03% 470
2020
Q4 		$669K Buy
1,862
+228
+14% +$63.7K 0.05% 349
2020
Q3 		$378K Buy
1,634
+657
+67% +$142K 0.03% 448
2020
Q2 		$221K Buy
+977
New +$181K 0.03% 495

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

IBM Retirement Fund's MDB Position: Q2 2022 in Review

IBM Retirement Fund sold out of MongoDB (MDB) in Q2 2022, closing a stake of 999 shares — an estimated $443K sold.

IBM Retirement Fund first reported a position in MDB in Q2 2020 and held it in 8 quarters. The position peaked at $828K in Q3 2021. 537 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

  • IBM Retirement Fund reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 999 MongoDB shares in Q2 2022, an estimated $443K.
  • IBM Retirement Fund first reported a position in MongoDB in Q2 2020 and held it in 8 quarters.
  • IBM Retirement Fund's MongoDB position peaked at $828K in Q3 2021.
  • 537 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.