Jacobi Capital Management’s MongoDB MDB Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-80	Closed	-$38K	–	947
2021 Q3	$38K	Hold	80	–	–	﹤0.01%	722
2021 Q2	$29K	Hold	80	–	–	﹤0.01%	750
2021 Q1	$21K	Sell	80 -5	-6%	-$1.77K	﹤0.01%	771
2020 Q4	$31K	Sell	85 -3	-3%	-$838	﹤0.01%	634
2020 Q3	$20K	Hold	88	–	–	﹤0.01%	672
2020 Q2	$20K	Hold	88	–	–	﹤0.01%	648
2020 Q1	$12K	Sell	88 -30	-25%	-$4.43K	﹤0.01%	680
2019 Q4	$16K	Hold	118	–	–	﹤0.01%	668
2019 Q3	$14K	Hold	118	–	–	﹤0.01%	678
2019 Q2	$18K	Sell	118 -30	-20%	-$4.36K	﹤0.01%	636
2019 Q1	$22K	Hold	148	–	–	0.01%	554
2018 Q4	$12K	Hold	148	–	–	﹤0.01%	638
2018 Q3	$12K	Hold	148	–	–	﹤0.01%	683
2018 Q2	$7K	Hold	148	–	–	﹤0.01%	765
2018 Q1	$7K	Hold	148	–	–	﹤0.01%	749
2017 Q4	$4K	Buy	+148	New	+$4.33K	﹤0.01%	801

Other funds holding MDB

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Capital World Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return