LAM
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LifePro Asset Management’s MongoDB MDB Stock Holding History

LifePro Asset Management’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
-4,127
Closed -$1.69M – 135
2023
Q4 		$1.69M Buy
+4,127
New +$1.57M 1.31% 26
2022
Q2 		– Sell
-23,486
Closed -$10.4M – 132
2022
Q1 		$10.4M Sell
23,486
-257
-1% -$100K 3.74% 4
2021
Q4 		$12.6M Buy
+23,743
New +$12.2M 3.72% 4
2021
Q2 		– Sell
-52,937
Closed -$14.2M – 95
2021
Q1 		$14.2M Buy
52,937
+5,878
+12% +$2.08M 4.48% 9
2020
Q4 		$16.9M Buy
47,059
+6,883
+17% +$1.92M 5.24% 3
2020
Q3 		$9.3M Buy
40,176
+7,915
+25% +$1.72M 4.76% 8
2020
Q2 		$7.3M Buy
+32,261
New +$5.98M 6.3% 5

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePro Asset Management's MDB Position: Q1 2024 in Review

LifePro Asset Management sold out of MongoDB (MDB) in Q1 2024, closing a stake of 4,127 shares — an estimated $1.69M sold.

LifePro Asset Management first reported a position in MDB in Q2 2020 and held it in 7 quarters. The position peaked at $16.9M in Q4 2020. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • LifePro Asset Management reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • LifePro Asset Management sold 4,127 MongoDB shares in Q1 2024, an estimated $1.69M.
  • LifePro Asset Management first reported a position in MongoDB in Q2 2020 and held it in 7 quarters.
  • LifePro Asset Management's MongoDB position peaked at $16.9M in Q4 2020.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on LifePro Asset Management's 13F filing for Q1 2024, filed 25 Apr 2024.