Jefferies Group’s MongoDB MDB Stock Holding History

Jefferies Group’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 Q1	–	Sell	-10,000	Closed	-$5.29M	–	1789
2021 Q4	$5.29M	Hold	10,000	–	–	0.03%	439
2021 Q3	$4.72M	Buy	+10,000	New	+$4.03M	0.03%	454
2019 Q4	–	Sell	-5,000	Closed	-$602K	–	2806
2019 Q3	$602K	Hold	5,000	–	–	﹤0.01%	1785
2019 Q2	$760K	Buy	5,000 +1,000	+25%	+$145K	0.01%	1445
2019 Q1	$588K	Hold	4,000	–	–	﹤0.01%	1518
2018 Q4	$335K	Sell	4,000 -27,500	-87%	-$2.12M	﹤0.01%	1615
2018 Q3	$2.57M	Sell	31,500 -11,000	-26%	-$733K	0.02%	860
2018 Q2	$2.11M	Buy	+42,500	New	+$1.91M	0.01%	861

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jefferies Group's MDB Position: Q1 2022 in Review

Jefferies Group sold out of MongoDB (MDB) in Q1 2022, closing a stake of 3,000 shares — an estimated $1.59M sold.

Jefferies Group first reported a position in MDB in Q2 2018 and held it in 9 quarters. The position peaked at $7.52M in Q1 2019. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

Jefferies Group reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 3,000 MongoDB shares in Q1 2022, an estimated $1.59M.
Jefferies Group first reported a position in MongoDB in Q2 2018 and held it in 9 quarters.
Jefferies Group's MongoDB position peaked at $7.52M in Q1 2019.
570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.