NERM
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New England Research & Management’s MongoDB MDB Stock Holding History

New England Research & 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
Q3 		– Sell
-2,630
Closed -$657K – 168
2024
Q2 		$657K Sell
2,630
-155
-6% -$49K 0.32% 100
2024
Q1 		$999K Buy
2,785
+1,755
+170% +$717K 0.49% 68
2023
Q4 		$421K Sell
1,030
-45
-4% -$17.1K 0.22% 120
2023
Q3 		$372K Buy
+1,075
New +$408K 0.21% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

New England Research & Management's MDB Position: Q3 2024 in Review

New England Research & Management sold out of MongoDB (MDB) in Q3 2024, closing a stake of 2,630 shares — an estimated $657K sold.

New England Research & Management first reported a position in MDB in Q3 2023 and held it in 4 quarters. The position peaked at $999K in Q1 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • New England Research & Management reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • New England Research & Management sold 2,630 MongoDB shares in Q3 2024, an estimated $657K.
  • New England Research & Management first reported a position in MongoDB in Q3 2023 and held it in 4 quarters.
  • New England Research & Management's MongoDB position peaked at $999K in Q1 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on New England Research & Management's 13F filing for Q3 2024, filed 7 Oct 2024.