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	–	–	1.76%	20
2020 Q3	$9.58M	Sell	41,388 -620	-1%	-$134K	1.43%	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	4.04%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Wellington Management Group

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

Jennison Associates

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

Franklin Resources

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return