RCM
MDB icon

Ratan Capital Management’s MongoDB MDB Stock Holding History

Ratan Capital 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
2024
Q3 		– Sell
-5,632
Closed -$1.41M – 40
2024
Q2 		$1.41M Sell
5,632
-1,500
-21% -$474K 0.43% 29
2024
Q1 		$2.56M Sell
7,132
-400
-5% -$163K 1.36% 20
2023
Q4 		$3.08M Sell
7,532
-1,468
-16% -$557K 2.01% 17
2023
Q3 		$3.11M Buy
+9,000
New +$3.42M 2.36% 14
2022
Q2 		– Sell
-23,167
Closed -$10.3M – 36
2022
Q1 		$10.3M Sell
23,167
-9,233
-28% -$3.61M 7.13% 7
2021
Q4 		$17.2M Buy
32,400
+7,400
+30% +$3.79M 2.62% 14
2021
Q3 		$11.8M Sell
25,000
-42,003
-63% -$16.9M 1.52% 22
2021
Q2 		$24.2M Buy
67,003
+25,615
+62% +$7.92M 2.1% 13
2021
Q1 		$11.1M Hold
41,388
– – 1.21% 26
2020
Q4 		$14.9M Hold
41,388
– – 1.74% 20
2020
Q3 		$9.58M Sell
41,388
-620
-1% -$134K 1.41% 24
2020
Q2 		$9.51M Sell
42,008
-3,384
-7% -$627K 3.18% 10
2020
Q1 		$6.2M Buy
45,392
+4,004
+10% +$591K 2.89% 11
2019
Q4 		$5.45M Hold
41,388
– – 3.3% 9
2019
Q3 		$4.99M Sell
41,388
-40,612
-50% -$5.86M 2.64% 14
2019
Q2 		$12.5M Buy
82,000
+19,700
+32% +$2.86M 2.77% 9
2019
Q1 		$9.16M Sell
62,300
-41,700
-40% -$4.28M 13.04% 2
2018
Q4 		$8.71M Buy
+104,000
New +$8M 7.79% 3

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $462B AUM 39.16% 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 $717B AUM 35.42% 1-Year Est. Return

Ratan Capital Management's MDB Position: Q3 2024 in Review

Ratan Capital Management sold out of MongoDB (MDB) in Q3 2024, closing a stake of 5,632 shares — an estimated $1.41M sold.

Ratan Capital Management first reported a position in MDB in Q4 2018 and held it in 18 quarters. The position peaked at $24.2M in Q2 2021. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Ratan Capital Management reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Ratan Capital Management sold 5,632 MongoDB shares in Q3 2024, an estimated $1.41M.
  • Ratan Capital Management first reported a position in MongoDB in Q4 2018 and held it in 18 quarters.
  • Ratan Capital Management's MongoDB position peaked at $24.2M in Q2 2021.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Ratan Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.