Steward Financial Group’s MongoDB MDB Stock Holding History

Steward Financial Group’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 Q3	$1K	Buy	+5	New	+$1.9K	﹤0.01%	1200
2023 Q2	–	Sell	-1	Closed	–	–	779
2023 Q1	$0	Hold	1	–	–	﹤0.01%	835
2022 Q4	$0	Buy	+1	New	+$178	﹤0.01%	705
2022 Q3	–	Sell	-3	Closed	–	–	809
2022 Q2	$0	Buy	+3	New	+$938	﹤0.01%	1203

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's MDB Position: Q3 2023 in Review

Steward Financial Group opened a new position in MongoDB (MDB) in Q3 2023: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MDB as recently as Q1 2023.

Steward Financial Group first reported a position in MDB in Q2 2022 and has held it in 4 quarters since. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Steward Financial Group held 5 shares of MongoDB worth $1K as of Q3 2023.
MongoDB was a new Steward Financial Group position in Q3 2023.
MongoDB made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1200 holding.
Steward Financial Group first reported a position in MongoDB in Q2 2022 and has held it in 4 quarters since.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.