Veritable’s MongoDB MDB Stock Holding History

Veritable’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	–	Sell	-2,321	Closed	-$954K	–	490
2023 Q2	$954K	Buy	2,321 +33	+1%	+$9.62K	0.01%	377
2023 Q1	$533K	Buy	+2,288	New	+$480K	0.01%	511
2022 Q1	–	Sell	-473	Closed	-$250K	–	932
2021 Q4	$250K	Sell	473 -105	-18%	-$53.8K	﹤0.01%	791
2021 Q3	$273K	Buy	+578	New	+$233K	﹤0.01%	726

Other funds holding MDB

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Veritable's MDB Position: Q3 2023 in Review

Veritable sold out of MongoDB (MDB) in Q3 2023, closing a stake of 2,321 shares — an estimated $954K sold.

Veritable first reported a position in MDB in Q3 2021 and held it in 4 quarters. The position peaked at $954K in Q2 2023. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Veritable reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
Veritable sold 2,321 MongoDB shares in Q3 2023, an estimated $954K.
Veritable first reported a position in MongoDB in Q3 2021 and held it in 4 quarters.
Veritable's MongoDB position peaked at $954K in Q2 2023.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.