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Sargent Bickham Lagudis’s MongoDB MDB Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$2.95K Buy
15
+11
+275% +$1.96K ﹤0.01% 864
2022
Q3 		$1K Sell
4
-4
-50% -$1.17K ﹤0.01% 935
2022
Q2 		$2K Sell
8
-3
-27% -$938 ﹤0.01% 935
2022
Q1 		$5K Buy
11
+5
+83% +$1.96K ﹤0.01% 796
2021
Q4 		$3K Buy
+6
New +$3.07K ﹤0.01% 862
2021
Q2 		– Sell
-35
Closed -$9K – 972
2021
Q1 		$9K Sell
35
-81
-70% -$28.7K ﹤0.01% 719
2020
Q4 		$42K Buy
+116
New +$32.4K ﹤0.01% 452
2018
Q3 		– Sell
-166
Closed -$8K – 773
2018
Q2 		$8K Buy
+166
New +$7.45K ﹤0.01% 615

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return