Nichols & Pratt Advisers’s MongoDB MDB Stock Holding History

Nichols & Pratt Advisers’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	-600	Closed	-$247K	–	110
2023 Q2	$247K	Buy	+600	New	+$175K	0.02%	99

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nichols & Pratt Advisers's MDB Position: Q3 2023 in Review

Nichols & Pratt Advisers sold out of MongoDB (MDB) in Q3 2023, closing a stake of 600 shares — an estimated $247K sold.

Nichols & Pratt Advisers first reported a position in MDB in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Nichols & Pratt Advisers reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
Nichols & Pratt Advisers sold 600 MongoDB shares in Q3 2023, an estimated $247K.
Nichols & Pratt Advisers first reported a position in MongoDB in Q2 2023 and held it in 1 quarter.
Nichols & Pratt Advisers's MongoDB position peaked at $247K in Q2 2023.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Nichols & Pratt Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.