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Perennial Investment Advisors’s MongoDB MDB Stock Holding History

Perennial Investment 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
Q3 		– Sell
-532
Closed -$133K – 414
2024
Q2 		$133K Sell
532
-58
-10% -$18.3K 0.02% 350
2024
Q1 		$212K Buy
590
+100
+20% +$40.9K 0.03% 314
2023
Q4 		$200K Hold
490
– – 0.03% 310
2023
Q3 		$169K Hold
490
– – 0.03% 324
2023
Q2 		$201K Sell
490
-100
-17% -$29.2K 0.04% 316
2023
Q1 		$138K Buy
+590
New +$124K 0.03% 328
2022
Q3 		– Sell
-1,445
Closed -$376K – 222
2022
Q2 		$376K Hold
1,445
– – 0.15% 125
2022
Q1 		$641K Sell
1,445
-10
-0.7% -$3.91K 0.2% 95
2021
Q4 		$770K Hold
1,455
– – 0.24% 83
2021
Q3 		$687K Buy
1,455
+10
+0.7% +$4.03K 0.24% 90
2021
Q2 		$522K Sell
1,445
-25
-2% -$7.73K 0.19% 106
2021
Q1 		$393K Buy
1,470
+45
+3% +$15.9K 0.16% 119
2020
Q4 		$512K Hold
1,425
– – 0.22% 90
2020
Q3 		$331K Sell
1,425
-150
-10% -$32.5K 0.17% 106
2020
Q2 		$356K Buy
1,575
+25
+2% +$4.63K 0.24% 81
2020
Q1 		$212K Buy
+1,550
New +$229K 0.19% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Perennial Investment Advisors's MDB Position: Q3 2024 in Review

Perennial Investment Advisors sold out of MongoDB (MDB) in Q3 2024, closing a stake of 532 shares — an estimated $133K sold.

Perennial Investment Advisors first reported a position in MDB in Q1 2020 and held it in 16 quarters. The position peaked at $770K in Q4 2021. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Perennial Investment Advisors reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 532 MongoDB shares in Q3 2024, an estimated $133K.
  • Perennial Investment Advisors first reported a position in MongoDB in Q1 2020 and held it in 16 quarters.
  • Perennial Investment Advisors's MongoDB position peaked at $770K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Perennial Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.