Ladenburg Thalmann Financial Services’s MongoDB MDB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.98M	Buy	15,032 +2,991	+25%	+$393K	0.01%	876
2019 Q3	$1.45M	Buy	12,041 +2,750	+30%	+$397K	0.01%	998
2019 Q2	$1.39M	Buy	9,291 +2,169	+30%	+$315K	0.01%	1007
2019 Q1	$1.05M	Sell	7,122 -1,209	-15%	-$124K	0.01%	1162
2018 Q4	$699K	Buy	8,331 +1,333	+19%	+$103K	0.01%	1290
2018 Q3	$569K	Buy	6,998 +6,181	+757%	+$412K	﹤0.01%	1500
2018 Q2	$36K	Hold	817	–	–	﹤0.01%	3480
2018 Q1	$36K	Buy	817 +617	+309%	+$19.9K	﹤0.01%	3480
2017 Q4	$6K	Buy	+200	New	+$5.85K	﹤0.01%	4455

Other funds holding MDB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MDB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its MongoDB (MDB) stake by 25% in Q4 2019, buying an estimated $393K and bringing the position to 15,032 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #876.

Ladenburg Thalmann Financial Services first reported a position in MDB in Q4 2017 and has held it in 9 quarters since. 291 funds tracked by Wall St. Rank hold MDB as of Q4 2019.

Ladenburg Thalmann Financial Services held 15,032 shares of MongoDB worth $1.98M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,991 MongoDB shares in Q4 2019, an estimated $393K.
MongoDB made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #876 holding.
Ladenburg Thalmann Financial Services first reported a position in MongoDB in Q4 2017 and has held it in 9 quarters since.
291 funds tracked by Wall St. Rank held MongoDB as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.