SRH Advisors’s MongoDB MDB Stock Holding History

SRH Advisors’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 Q1	–	Sell	-15	Closed	-$8K	–	314
2021 Q4	$8K	Hold	15	–	–	0.01%	233
2021 Q3	$7K	Hold	15	–	–	0.01%	232
2021 Q2	$5K	Hold	15	–	–	0.01%	262
2021 Q1	$4K	Buy	+15	New	+$5.31K	0.01%	267

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

SRH Advisors's MDB Position: Q1 2022 in Review

SRH Advisors sold out of MongoDB (MDB) in Q1 2022, closing a stake of 15 shares — an estimated $8K sold.

SRH Advisors first reported a position in MDB in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 571 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

SRH Advisors reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
SRH Advisors sold 15 MongoDB shares in Q1 2022, an estimated $8K.
SRH Advisors first reported a position in MongoDB in Q1 2021 and held it in 4 quarters.
SRH Advisors's MongoDB position peaked at $8K in Q4 2021.
571 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on SRH Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.