KP Management’s MongoDB MDB Stock Holding History

KP 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
2024 Q2	–	Sell	-5,500	Closed	-$1.97M	–	75
2024 Q1	$1.97M	Sell	5,500 -500	-8%	-$204K	0.77%	51
2023 Q4	$2.45M	Buy	+6,000	New	+$2.28M	1.05%	39

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KP Management's MDB Position: Q2 2024 in Review

KP Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 5,500 shares — an estimated $1.97M sold.

KP Management first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $2.45M in Q4 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

KP Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
KP Management sold 5,500 MongoDB shares in Q2 2024, an estimated $1.97M.
KP Management first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
KP Management's MongoDB position peaked at $2.45M in Q4 2023.
659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on KP Management's 13F filing for Q2 2024, filed 19 Sep 2024.