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LRI Investments’s MongoDB MDB Stock Holding History

LRI Investments’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
2026
Q1 		$8.14K Buy
33
+5
+18% +$1.67K ﹤0.01% 942
2025
Q4 		$11.8K Buy
28
+5
+22% +$1.82K ﹤0.01% 825
2025
Q3 		$6.99K Buy
+23
New +$5.91K ﹤0.01% 956
2025
Q2 		– Sell
-33
Closed -$5.79K – 1291
2025
Q1 		$5.79K Hold
33
– – ﹤0.01% 909
2024
Q4 		$7.68K Hold
33
– – ﹤0.01% 825
2024
Q3 		$9.62K Sell
33
-73
-69% -$19K ﹤0.01% 794
2024
Q2 		$26.6K Buy
+106
New +$33.5K ﹤0.01% 568

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return