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 Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sargent Bickham Lagudis's MDB Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its MongoDB (MDB) stake by 275% in Q4 2022, buying an estimated $1.96K and bringing the position to 15 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Sargent Bickham Lagudis first reported a position in MDB in Q2 2018 and has held it in 8 quarters since. The position peaked at $42K in Q4 2020. 520 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

Sargent Bickham Lagudis held 15 shares of MongoDB worth $2.95K as of Q4 2022.
Sargent Bickham Lagudis bought 11 MongoDB shares in Q4 2022, an estimated $1.96K.
MongoDB made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #864 holding.
Sargent Bickham Lagudis first reported a position in MongoDB in Q2 2018 and has held it in 8 quarters since.
Sargent Bickham Lagudis's MongoDB position peaked at $42K in Q4 2020.
520 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.