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La Financiere de L'Echiquier’s MongoDB MDB Stock Holding History

La Financiere de L'Echiquier’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 		$19.5M Buy
+78,000
New +$24.6M 0.85% 31
2022
Q4 		– Sell
-78,000
Closed -$15.5M – 93
2022
Q3 		$15.5M Buy
78,000
+7,800
+11% +$2.28M 0.98% 29
2022
Q2 		$18.2M Sell
70,200
-10,200
-13% -$3.19M 1.08% 30
2022
Q1 		$35.7M Sell
80,400
-33,600
-29% -$13.1M 1.47% 31
2021
Q4 		$60.3M Buy
114,000
+500
+0.4% +$256K 2.03% 18
2021
Q3 		$53.5M Sell
113,500
-3,400
-3% -$1.37M 1.79% 26
2021
Q2 		$42.3M Hold
116,900
– – 1.62% 26
2021
Q1 		$31.3M Sell
116,900
-21,200
-15% -$7.51M 1.26% 33
2020
Q4 		$49.6M Buy
138,100
+49,600
+56% +$13.9M 2.36% 13
2020
Q3 		$20.5M Buy
88,500
+17,500
+25% +$3.79M 1.42% 26
2020
Q2 		$16.1M Buy
71,000
+28,760
+68% +$5.33M 1.27% 25
2020
Q1 		$5.77M Buy
42,240
+18,240
+76% +$2.69M 0.69% 25
2019
Q4 		$3.16M Buy
24,000
+11,607
+94% +$1.52M 0.37% 25
2019
Q3 		$1.49M Buy
+12,393
New +$1.79M 0.18% 35

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

La Financiere de L'Echiquier's MDB Position: Q2 2024 in Review

La Financiere de L'Echiquier opened a new position in MongoDB (MDB) in Q2 2024: 78,000 shares worth $19.5M. The stake represents 0.85% of the portfolio and ranks #31 among its holdings. This is a return to the name: La Financiere de L'Echiquier previously reported a position in MDB as recently as Q3 2022.

La Financiere de L'Echiquier first reported a position in MDB in Q3 2019 and has held it in 14 quarters since. The position peaked at $60.3M in Q4 2021. 661 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • La Financiere de L'Echiquier held 78,000 shares of MongoDB worth $19.5M as of Q2 2024.
  • MongoDB was a new La Financiere de L'Echiquier position in Q2 2024.
  • MongoDB made up 0.85% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #31 holding.
  • La Financiere de L'Echiquier first reported a position in MongoDB in Q3 2019 and has held it in 14 quarters since.
  • La Financiere de L'Echiquier's MongoDB position peaked at $60.3M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.