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Optima Fund Management’s MongoDB MDB Stock Holding History

Optima Fund 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
2019
Q2 		$1.19M Sell
7,792
-6,182
-44% -$897K 2.02% 20
2019
Q1 		$2.05M Sell
13,974
-413
-3% -$42.4K 2.83% 7
2018
Q4 		$1.21M Buy
+14,387
New +$1.11M 1.95% 26

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Optima Fund Management's MDB Position: Q2 2019 in Review

Optima Fund Management reduced its MongoDB (MDB) stake by 44% in Q2 2019, selling an estimated $897K and leaving 7,792 shares worth $1.19M. The position accounts for 2.02% of the portfolio, ranked #20.

Optima Fund Management first reported a position in MDB in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2019. 301 funds tracked by Wall St. Rank hold MDB as of Q2 2019.

  • Optima Fund Management held 7,792 shares of MongoDB worth $1.19M as of Q2 2019.
  • Optima Fund Management sold 6,182 MongoDB shares in Q2 2019, an estimated $897K.
  • MongoDB made up 2.02% of Optima Fund Management's portfolio in Q2 2019, its #20 holding.
  • Optima Fund Management first reported a position in MongoDB in Q4 2018 and has held it in 3 quarters since.
  • Optima Fund Management's MongoDB position peaked at $2.05M in Q1 2019.
  • 301 funds tracked by Wall St. Rank held MongoDB as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.