Kula Investments’s MongoDB MDB Stock Holding History

Kula Investments’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 Q1	–	Sell	-1,440	Closed	-$283K	–	760
2022 Q4	$283K	Buy	+1,440	New	+$256K	0.08%	407

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Kula Investments's MDB Position: Q1 2023 in Review

Kula Investments sold out of MongoDB (MDB) in Q1 2023, closing a stake of 1,440 shares — an estimated $283K sold.

Kula Investments first reported a position in MDB in Q4 2022 and held it in 1 quarter. The position peaked at $283K in Q4 2022. 527 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

Kula Investments reported no remaining MongoDB position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 1,440 MongoDB shares in Q1 2023, an estimated $283K.
Kula Investments first reported a position in MongoDB in Q4 2022 and held it in 1 quarter.
Kula Investments's MongoDB position peaked at $283K in Q4 2022.
527 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.