Paul John Balson’s MongoDB MDB Stock Holding History

Paul John Balson’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
2020 Q4	$7.25M	Buy	20,206 +7,275	+56%	+$2.03M	1.49%	7
2020 Q3	$2.99M	Sell	12,931 -7,045	-35%	-$1.53M	0.74%	9
2020 Q2	$4.52M	Buy	19,976 +8,077	+68%	+$1.5M	1.7%	6
2020 Q1	$1.63M	Buy	+11,899	New	+$1.76M	0.87%	14

Other funds holding MDB

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

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

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

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Paul John Balson's MDB Position: Q4 2020 in Review

Paul John Balson increased its MongoDB (MDB) stake by 56% in Q4 2020, buying an estimated $2.03M and bringing the position to 20,206 shares worth $7.25M. The position accounts for 1.49% of the portfolio, ranked #7.

Paul John Balson first reported a position in MDB in Q1 2020 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold MDB as of Q4 2020.

Paul John Balson held 20,206 shares of MongoDB worth $7.25M as of Q4 2020.
Paul John Balson bought 7,275 MongoDB shares in Q4 2020, an estimated $2.03M.
MongoDB made up 1.49% of Paul John Balson's portfolio in Q4 2020, its #7 holding.
Paul John Balson first reported a position in MongoDB in Q1 2020 and has held it in 4 quarters since.
439 funds tracked by Wall St. Rank held MongoDB as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.