NuWave Investment Management’s MongoDB MDB Stock Holding History

NuWave 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 Q3	$701K	Buy	+3,529	New	+$1.03M	0.8%	28
2021 Q4	–	Sell	-1,245	Closed	-$587K	–	375
2021 Q3	$587K	Buy	+1,245	New	+$501K	0.67%	42
2021 Q2	–	Sell	-3,138	Closed	-$839K	–	384
2021 Q1	$839K	Buy	3,138 +2,944	+1,518%	+$1.04M	1.06%	17
2020 Q4	$70K	Buy	194 +190	+4,750%	+$53.1K	0.09%	220
2020 Q3	$1K	Buy	+4	New	+$867	﹤0.01%	484

Other funds holding MDB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

NuWave Investment Management's MDB Position: Q3 2022 in Review

NuWave Investment Management opened a new position in MongoDB (MDB) in Q3 2022: 3,529 shares worth $701K. The stake represents 0.8% of the portfolio and ranks #28 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in MDB as recently as Q3 2021.

NuWave Investment Management first reported a position in MDB in Q3 2020 and has held it in 5 quarters since. The position peaked at $839K in Q1 2021. 508 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

NuWave Investment Management held 3,529 shares of MongoDB worth $701K as of Q3 2022.
MongoDB was a new NuWave Investment Management position in Q3 2022.
MongoDB made up 0.8% of NuWave Investment Management's portfolio in Q3 2022, its #28 holding.
NuWave Investment Management first reported a position in MongoDB in Q3 2020 and has held it in 5 quarters since.
NuWave Investment Management's MongoDB position peaked at $839K in Q1 2021.
508 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.