Private Ocean’s MongoDB MDB Stock Holding History

Private Ocean’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
2023 Q3	–	Sell	-7	Closed	-$2.88K	–	533
2023 Q2	$2.88K	Hold	7	–	–	﹤0.01%	468
2023 Q1	$1.63K	Buy	+7	New	+$1.47K	﹤0.01%	534
2022 Q3	–	Sell	-3	Closed	–	–	602
2022 Q2	$0	Hold	3	–	–	﹤0.01%	582
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	553
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	525
2021 Q3	$1K	Buy	+3	New	+$1.21K	﹤0.01%	531

Other funds holding MDB

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Ocean's MDB Position: Q3 2023 in Review

Private Ocean sold out of MongoDB (MDB) in Q3 2023, closing a stake of 7 shares — an estimated $2.88K sold.

Private Ocean first reported a position in MDB in Q3 2021 and held it in 6 quarters. The position peaked at $2.88K in Q2 2023. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Private Ocean reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 7 MongoDB shares in Q3 2023, an estimated $2.88K.
Private Ocean first reported a position in MongoDB in Q3 2021 and held it in 6 quarters.
Private Ocean's MongoDB position peaked at $2.88K in Q2 2023.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.