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O'Neil Global Advisors’s MongoDB MDB Stock Holding History

O'Neil Global Advisors’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
Q1 		– Sell
-2,424
Closed -$991K – 57
2023
Q4 		$991K Buy
+2,424
New +$920K 0.58% 22
2023
Q3 		– Sell
-67,492
Closed -$27.7M – 81
2023
Q2 		$27.7M Buy
+67,492
New +$19.7M 5.76% 5
2022
Q2 		– Sell
-633
Closed -$281K – 55
2022
Q1 		$281K Buy
633
+231
+57% +$90.3K 0.15% 51
2021
Q4 		$213K Buy
+402
New +$206K 0.35% 47

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 $145B AUM 34.61% 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

O'Neil Global Advisors's MDB Position: Q1 2024 in Review

O'Neil Global Advisors sold out of MongoDB (MDB) in Q1 2024, closing a stake of 2,424 shares — an estimated $991K sold.

O'Neil Global Advisors first reported a position in MDB in Q4 2021 and held it in 4 quarters. The position peaked at $27.7M in Q2 2023. 738 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • O'Neil Global Advisors reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,424 MongoDB shares in Q1 2024, an estimated $991K.
  • O'Neil Global Advisors first reported a position in MongoDB in Q4 2021 and held it in 4 quarters.
  • O'Neil Global Advisors's MongoDB position peaked at $27.7M in Q2 2023.
  • 738 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on O'Neil Global Advisors's 13F filing for Q1 2024, filed 10 May 2024.