Invictus RG’s MongoDB MDB Stock Holding History

Invictus RG’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
2021 Q1	–	Sell	-442	Closed	-$159K	–	22
2020 Q4	$159K	Buy	+442	New	+$123K	1.62%	20
2019 Q3	–	Sell	-4,386	Closed	-$667K	–	26
2019 Q2	$667K	Buy	4,386 +488	+13%	+$70.8K	3.15%	24
2019 Q1	$573K	Buy	+3,898	New	+$400K	2.19%	17
2018 Q4	–	Sell	-10,111	Closed	-$825K	–	84
2018 Q3	$825K	Buy	+10,111	New	+$674K	0.63%	25

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Invictus RG's MDB Position: Q1 2021 in Review

Invictus RG sold out of MongoDB (MDB) in Q1 2021, closing a stake of 442 shares — an estimated $159K sold.

Invictus RG first reported a position in MDB in Q3 2018 and held it in 4 quarters. The position peaked at $825K in Q3 2018. 468 funds tracked by Wall St. Rank hold MDB as of Q1 2021.

Invictus RG reported no remaining MongoDB position as of Q1 2021 after selling out during the quarter.
Invictus RG sold 442 MongoDB shares in Q1 2021, an estimated $159K.
Invictus RG first reported a position in MongoDB in Q3 2018 and held it in 4 quarters.
Invictus RG's MongoDB position peaked at $825K in Q3 2018.
468 funds tracked by Wall St. Rank held MongoDB as of Q1 2021.

Based on Invictus RG's 13F filing for Q1 2021, filed 14 May 2021.