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	–	946
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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jacobi Capital Management's MDB Position: Q4 2021 in Review

Jacobi Capital Management sold out of MongoDB (MDB) in Q4 2021, closing a stake of 80 shares — an estimated $38K sold.

Jacobi Capital Management first reported a position in MDB in Q4 2017 and held it in 16 quarters. The position peaked at $38K in Q3 2021. 560 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

Jacobi Capital Management reported no remaining MongoDB position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 80 MongoDB shares in Q4 2021, an estimated $38K.
Jacobi Capital Management first reported a position in MongoDB in Q4 2017 and held it in 16 quarters.
Jacobi Capital Management's MongoDB position peaked at $38K in Q3 2021.
560 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.