Sugarloaf Wealth Management’s MongoDB MDB Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-100	Closed	-$19.7K	–	753
2022 Q4	$19.7K	Buy	100 +61	+156%	+$10.9K	﹤0.01%	408
2022 Q3	$9K	Buy	39 +5	+15%	+$1.46K	﹤0.01%	539
2022 Q2	$9K	Buy	34 +30	+750%	+$9.38K	﹤0.01%	538
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	647
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	672
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	686
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	722
2021 Q1	$1K	Buy	+4	New	+$1.42K	﹤0.01%	717
2020 Q2	–	Sell	-10	Closed	-$1K	–	706
2020 Q1	$1K	Sell	10 -110	-92%	-$16.2K	﹤0.01%	657
2019 Q4	$16K	Buy	+120	New	+$15.8K	0.01%	400

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Sugarloaf Wealth Management's MDB Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of MongoDB (MDB) in Q1 2023, closing a stake of 100 shares — an estimated $19.7K sold.

Sugarloaf Wealth Management first reported a position in MDB in Q4 2019 and held it in 10 quarters. The position peaked at $19.7K in Q4 2022. 528 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

Sugarloaf Wealth Management reported no remaining MongoDB position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 MongoDB shares in Q1 2023, an estimated $19.7K.
Sugarloaf Wealth Management first reported a position in MongoDB in Q4 2019 and held it in 10 quarters.
Sugarloaf Wealth Management's MongoDB position peaked at $19.7K in Q4 2022.
528 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.