Twin Focus Capital Partners’s MongoDB MDB Stock Holding History

Twin Focus Capital Partners’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	–	Sell	-3,000	Closed	-$1.04M	–	168
2023 Q3	$1.04M	Sell	3,000 -14	-0.5%	-$5.32K	0.23%	65
2023 Q2	$1.24M	Buy	3,014 +14	+0.5%	+$4.08K	0.25%	64
2023 Q1	$699K	Hold	3,000	–	–	0.14%	80
2022 Q4	$591K	Sell	3,000 -10	-0.3%	-$1.78K	0.12%	90
2022 Q3	$598K	Hold	3,010	–	–	0.14%	84
2022 Q2	$781K	Buy	3,010 +10	+0.3%	+$3.13K	0.18%	73
2022 Q1	$1.33M	Hold	3,000	–	–	0.26%	60
2021 Q4	$1.59M	Sell	3,000 -2	-0.1%	-$1.02K	0.32%	50
2021 Q3	$1.42M	Buy	3,002 +2	+0.1%	+$806	0.33%	50
2021 Q2	$1.08M	Buy	+3,000	New	+$928K	0.25%	59

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Twin Focus Capital Partners's MDB Position: Q4 2023 in Review

Twin Focus Capital Partners sold out of MongoDB (MDB) in Q4 2023, closing a stake of 3,000 shares — an estimated $1.04M sold.

Twin Focus Capital Partners first reported a position in MDB in Q2 2021 and held it in 10 quarters. The position peaked at $1.59M in Q4 2021. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

Twin Focus Capital Partners reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 3,000 MongoDB shares in Q4 2023, an estimated $1.04M.
Twin Focus Capital Partners first reported a position in MongoDB in Q2 2021 and held it in 10 quarters.
Twin Focus Capital Partners's MongoDB position peaked at $1.59M in Q4 2021.
746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Twin Focus Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.