OLVIG
MDB icon

Oliver Lagore Vanvalin Investment Group’s MongoDB MDB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-165
Closed -$59.2K – 784
2024
Q1 		$59.2K Buy
165
+153
+1,275% +$62.5K 0.02% 230
2023
Q4 		$4.91K Buy
+12
New +$4.55K ﹤0.01% 527

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MDB Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of MongoDB (MDB) in Q2 2024, closing a stake of 165 shares — an estimated $59.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $59.2K in Q1 2024. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 165 MongoDB shares in Q2 2024, an estimated $59.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's MongoDB position peaked at $59.2K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.