Psagot Value Holdings’s MongoDB MDB Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-82	Closed	-$16K	–	567
2022 Q4	$16K	Hold	82	–	–	﹤0.01%	308
2022 Q3	$16K	Sell	82 -4	-5%	-$1.17K	﹤0.01%	296
2022 Q2	$22K	Buy	86 +82	+2,050%	+$25.6K	0.01%	252
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	314
2021 Q4	$2K	Sell	4 -1	-20%	-$512	﹤0.01%	338
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	402
2021 Q2	$2K	Buy	+5	New	+$1.55K	﹤0.01%	420

Other funds holding MDB

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Psagot Value Holdings's MDB Position: Q1 2023 in Review

Psagot Value Holdings sold out of MongoDB (MDB) in Q1 2023, closing a stake of 82 shares — an estimated $16K sold.

Psagot Value Holdings first reported a position in MDB in Q2 2021 and held it in 7 quarters. The position peaked at $22K in Q2 2022. 527 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

Psagot Value Holdings reported no remaining MongoDB position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 82 MongoDB shares in Q1 2023, an estimated $16K.
Psagot Value Holdings first reported a position in MongoDB in Q2 2021 and held it in 7 quarters.
Psagot Value Holdings's MongoDB position peaked at $22K in Q2 2022.
527 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.