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SJS Investment Consulting’s MongoDB MDB Stock Holding History

SJS Investment Consulting’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
2026
Q1 		$47.5K Sell
194
-5
-3% -$1.67K 0.01% 411
2025
Q4 		$83.5K Buy
199
+197
+9,850% +$71.7K 0.01% 231
2025
Q3 		$621 Buy
2
+1
+100% +$257 ﹤0.01% 1162
2025
Q2 		$210 Buy
+1
New +$185 ﹤0.01% 1364
2024
Q3 		– Sell
-2
Closed -$500 – 1692
2024
Q2 		$500 Hold
2
– – ﹤0.01% 1296
2024
Q1 		$718 Hold
2
– – ﹤0.01% 1160
2023
Q4 		$818 Hold
2
– – ﹤0.01% 1043
2023
Q3 		$692 Hold
2
– – ﹤0.01% 1092
2023
Q2 		$822 Buy
+2
New +$583 ﹤0.01% 972
2023
Q1 		– Sell
-2
Closed -$394 – 1610
2022
Q4 		$394 Buy
2
+1
+100% +$178 ﹤0.01% 1289
2022
Q3 		$0 Buy
+1
New +$292 ﹤0.01% 1330

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return