MIM
MDB icon

Montgomery Investment Management’s MongoDB MDB Stock Holding History

Montgomery Investment 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
2022
Q1 		– Sell
-400
Closed -$212K – 87
2021
Q4 		$212K Buy
+400
New +$205K 0.07% 83

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Montgomery Investment Management's MDB Position: Q1 2022 in Review

Montgomery Investment Management sold out of MongoDB (MDB) in Q1 2022, closing a stake of 400 shares — an estimated $212K sold.

Montgomery Investment Management first reported a position in MDB in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

  • Montgomery Investment Management reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
  • Montgomery Investment Management sold 400 MongoDB shares in Q1 2022, an estimated $212K.
  • Montgomery Investment Management first reported a position in MongoDB in Q4 2021 and held it in 1 quarter.
  • Montgomery Investment Management's MongoDB position peaked at $212K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Montgomery Investment Management's 13F filing for Q1 2022, filed 2 May 2022.