Lake Street Advisors Group’s MongoDB MDB Stock Holding History

Lake Street Advisors Group’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 Q1	–	Sell	-1,408	Closed	-$576K	–	668
2023 Q4	$576K	Buy	+1,408	New	+$534K	0.03%	303

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

Jennison Associates New York $145B AUM 34.61% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's MDB Position: Q1 2024 in Review

Lake Street Advisors Group sold out of MongoDB (MDB) in Q1 2024, closing a stake of 1,408 shares — an estimated $576K sold.

Lake Street Advisors Group first reported a position in MDB in Q4 2023 and held it in 1 quarter. The position peaked at $576K in Q4 2023. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

Lake Street Advisors Group reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
Lake Street Advisors Group sold 1,408 MongoDB shares in Q1 2024, an estimated $576K.
Lake Street Advisors Group first reported a position in MongoDB in Q4 2023 and held it in 1 quarter.
Lake Street Advisors Group's MongoDB position peaked at $576K in Q4 2023.
737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.