Perpetual Investment Management’s MongoDB MDB Stock Holding History

Perpetual Investment 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
2022 Q4	$2.48M	Buy	12,600 +8,800	+232%	+$1.57M	0.3%	59
2022 Q3	$755K	Sell	3,800 -4,000	-51%	-$1.17M	0.11%	122
2022 Q2	$2.02M	Buy	7,800 +6,000	+333%	+$1.88M	0.3%	72
2022 Q1	$798K	Hold	1,800	–	–	0.1%	141
2021 Q4	$953K	Buy	+1,800	New	+$922K	0.11%	128
2021 Q2	–	Sell	-1,500	Closed	-$400K	–	233
2021 Q1	$400K	Buy	+1,500	New	+$531K	0.07%	146

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Perpetual Investment Management's MDB Position: Q4 2022 in Review

Perpetual Investment Management increased its MongoDB (MDB) stake by 232% in Q4 2022, buying an estimated $1.57M and bringing the position to 12,600 shares worth $2.48M. The position accounts for 0.3% of the portfolio, ranked #59.

Perpetual Investment Management first reported a position in MDB in Q1 2021 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

Perpetual Investment Management held 12,600 shares of MongoDB worth $2.48M as of Q4 2022.
Perpetual Investment Management bought 8,800 MongoDB shares in Q4 2022, an estimated $1.57M.
MongoDB made up 0.3% of Perpetual Investment Management's portfolio in Q4 2022, its #59 holding.
Perpetual Investment Management first reported a position in MongoDB in Q1 2021 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.