Ranch Capital Advisors’s MongoDB MDB Stock Holding History

Ranch Capital 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
2020 Q2	–	Sell	-125	Closed	-$17K	–	954
2020 Q1	$17K	Buy	125 +50	+67%	+$7.38K	0.02%	467
2019 Q4	$10K	Buy	+75	New	+$9.85K	0.01%	670

Other funds holding MDB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Ranch Capital Advisors's MDB Position: Q2 2020 in Review

Ranch Capital Advisors sold out of MongoDB (MDB) in Q2 2020, closing a stake of 125 shares — an estimated $17K sold.

Ranch Capital Advisors first reported a position in MDB in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q1 2020. 358 funds tracked by Wall St. Rank hold MDB as of Q2 2020.

Ranch Capital Advisors reported no remaining MongoDB position as of Q2 2020 after selling out during the quarter.
Ranch Capital Advisors sold 125 MongoDB shares in Q2 2020, an estimated $17K.
Ranch Capital Advisors first reported a position in MongoDB in Q4 2019 and held it in 2 quarters.
Ranch Capital Advisors's MongoDB position peaked at $17K in Q1 2020.
358 funds tracked by Wall St. Rank held MongoDB as of Q2 2020.

Based on Ranch Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.