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Lee Financial’s MongoDB MDB Stock Holding History

Lee Financial’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
2022
Q4 		– Sell
-1
Closed – – 974
2022
Q3 		$0 Sell
1
-5
-83% -$1.46K ﹤0.01% 931
2022
Q2 		$2K Hold
6
– – ﹤0.01% 710
2022
Q1 		$3K Sell
6
-4
-40% -$1.56K ﹤0.01% 583
2021
Q4 		$5K Buy
10
+4
+67% +$2.05K ﹤0.01% 602
2021
Q3 		$3K Hold
6
– – ﹤0.01% 558
2021
Q2 		$2K Buy
+6
New +$1.86K ﹤0.01% 591
2020
Q4 		– Sell
-220
Closed -$51K – 514
2020
Q3 		$51K Buy
+220
New +$47.7K 0.01% 229

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lee Financial's MDB Position: Q4 2022 in Review

Lee Financial sold out of MongoDB (MDB) in Q4 2022, closing a stake of 1 share.

Lee Financial first reported a position in MDB in Q3 2020 and held it in 7 quarters. The position peaked at $51K in Q3 2020. 520 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Lee Financial reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 1 MongoDB share in Q4 2022.
  • Lee Financial first reported a position in MongoDB in Q3 2020 and held it in 7 quarters.
  • Lee Financial's MongoDB position peaked at $51K in Q3 2020.
  • 520 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.