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Simplicity Solutions’s MongoDB MDB Stock Holding History

Simplicity Solutions’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
2023
Q4 		$437K Buy
1,070
+97
+10% +$36.8K 0.01% 712
2023
Q3 		$337K Sell
973
-196
-17% -$74.4K 0.01% 728
2023
Q2 		$480K Buy
1,169
+25
+2% +$7.29K 0.01% 676
2023
Q1 		$267K Buy
+1,144
New +$240K 0.01% 900

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Solutions's MDB Position: Q4 2023 in Review

Simplicity Solutions increased its MongoDB (MDB) stake by 10% in Q4 2023, buying an estimated $36.8K and bringing the position to 1,070 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #712.

Simplicity Solutions first reported a position in MDB in Q1 2023 and has held it in 4 quarters since. The position peaked at $480K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Simplicity Solutions held 1,070 shares of MongoDB worth $437K as of Q4 2023.
  • Simplicity Solutions bought 97 MongoDB shares in Q4 2023, an estimated $36.8K.
  • MongoDB made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #712 holding.
  • Simplicity Solutions first reported a position in MongoDB in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's MongoDB position peaked at $480K in Q2 2023.
  • 746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.