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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
-400
Closed -$100K – 413
2024
Q2 		$100K Buy
+400
New +$126K 0.01% 355
2023
Q4 		– Sell
-400
Closed -$138K – 365
2023
Q3 		$138K Hold
400
– – 0.03% 330
2023
Q2 		$164K Sell
400
-100
-20% -$29.2K 0.03% 325
2023
Q1 		$117K Buy
+500
New +$105K 0.02% 335

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 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. 665 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.
  • 665 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.