Karani Asset Management’s MongoDB MDB Stock Holding History

Karani Asset 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
2023 Q3	–	Sell	-503	Closed	-$207K	–	36
2023 Q2	$207K	Sell	503 -1,986	-80%	-$579K	0.21%	31
2023 Q1	$580K	Hold	2,489	–	–	0.61%	28
2022 Q4	$490K	Buy	2,489 +1,262	+103%	+$225K	0.57%	32
2022 Q3	$244K	Buy	1,227 +486	+66%	+$142K	0.25%	36
2022 Q2	$192K	Sell	741 -368	-33%	-$115K	0.18%	33
2022 Q1	$492K	Buy	1,109 +8	+0.7%	+$3.13K	0.27%	30
2021 Q4	$583K	Buy	+1,101	New	+$564K	0.29%	32
2021 Q2	–	Sell	-2,044	Closed	-$547K	–	44
2021 Q1	$547K	Sell	2,044 -962	-32%	-$341K	0.32%	40
2020 Q4	$1.08M	Buy	3,006 +309	+11%	+$86.3K	0.64%	35
2020 Q3	$624K	Buy	2,697 +1,957	+264%	+$424K	0.42%	45
2020 Q2	$167K	Buy	+740	New	+$137K	0.13%	50

Other funds holding MDB

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Karani Asset Management's MDB Position: Q3 2023 in Review

Karani Asset Management sold out of MongoDB (MDB) in Q3 2023, closing a stake of 503 shares — an estimated $207K sold.

Karani Asset Management first reported a position in MDB in Q2 2020 and held it in 11 quarters. The position peaked at $1.08M in Q4 2020. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Karani Asset Management reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
Karani Asset Management sold 503 MongoDB shares in Q3 2023, an estimated $207K.
Karani Asset Management first reported a position in MongoDB in Q2 2020 and held it in 11 quarters.
Karani Asset Management's MongoDB position peaked at $1.08M in Q4 2020.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Karani Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.