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Morgens Waterfall Vintiadis & Co’s MongoDB MDB Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2023
Q3 		– Sell
-1,900
Closed -$781K – 35
2023
Q2 		$781K Buy
+1,900
New +$554K 0.56% 30

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 $167B AUM 44.17% 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

Morgens Waterfall Vintiadis & Co's MDB Position: Q1 2024 in Review

Morgens Waterfall Vintiadis & Co sold out of MongoDB (MDB) in Q1 2024, closing a stake of 12,700 shares — an estimated $5.19M sold.

Morgens Waterfall Vintiadis & Co first reported a position in MDB in Q4 2018 and held it in 6 quarters. The position peaked at $6M in Q2 2023. 738 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Morgens Waterfall Vintiadis & Co reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 12,700 MongoDB shares in Q1 2024, an estimated $5.19M.
  • Morgens Waterfall Vintiadis & Co first reported a position in MongoDB in Q4 2018 and held it in 6 quarters.
  • Morgens Waterfall Vintiadis & Co's MongoDB position peaked at $6M in Q2 2023.
  • 738 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2024, filed 15 May 2024.