Lisanti Capital Growth’s MongoDB MDB Stock Holding History

Lisanti Capital Growth’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 Q3	–	Sell	-9,830	Closed	-$2.55M	–	125
2022 Q2	$2.55M	Sell	9,830 -3,510	-26%	-$1.1M	0.35%	88
2022 Q1	$5.92M	Buy	13,340 +9,050	+211%	+$3.54M	0.66%	63
2021 Q4	$2.27M	Sell	4,290 -5,090	-54%	-$2.61M	0.33%	104
2021 Q3	$4.42M	Hold	9,380	–	–	0.65%	65
2021 Q2	$3.39M	Buy	9,380 +245	+3%	+$75.8K	0.42%	89
2021 Q1	$2.44M	Buy	9,135 +3,550	+64%	+$1.26M	0.31%	108
2020 Q4	$2M	Hold	5,585	–	–	0.28%	102
2020 Q3	$1.29M	Buy	+5,585	New	+$1.21M	0.24%	96
2020 Q2	–	Sell	-13,525	Closed	-$1.85M	–	136
2020 Q1	$1.85M	Buy	+13,525	New	+$2M	0.61%	63
2019 Q3	–	Sell	-4,895	Closed	-$744K	–	114
2019 Q2	$744K	Buy	4,895 +3,500	+251%	+$508K	0.24%	92
2019 Q1	$205K	Sell	1,395 -45,815	-97%	-$4.7M	0.07%	113
2018 Q4	$3.95M	Buy	+47,210	New	+$3.63M	1.6%	19

Other funds holding MDB

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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