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Wealth High Governance Capital’s MongoDB MDB Stock Holding History

Wealth High Governance Capital’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
2024
Q3 		– Sell
-90,000
Closed -$22.5M – 55
2024
Q2 		$22.5M Buy
90,000
+40,000
+80% +$12.6M 5.58% 5
2024
Q1 		$17.9M Buy
+50,000
New +$20.4M 4.01% 4
2023
Q3 		– Sell
-10,000
Closed -$4.11M – 32
2023
Q2 		$4.11M Buy
+10,000
New +$2.92M 1.72% 10

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth High Governance Capital's MDB Position: Q3 2024 in Review

Wealth High Governance Capital sold out of MongoDB (MDB) in Q3 2024, closing a stake of 90,000 shares — an estimated $22.5M sold.

Wealth High Governance Capital first reported a position in MDB in Q2 2023 and held it in 3 quarters. The position peaked at $22.5M in Q2 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Wealth High Governance Capital reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Wealth High Governance Capital sold 90,000 MongoDB shares in Q3 2024, an estimated $22.5M.
  • Wealth High Governance Capital first reported a position in MongoDB in Q2 2023 and held it in 3 quarters.
  • Wealth High Governance Capital's MongoDB position peaked at $22.5M in Q2 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Wealth High Governance Capital's 13F filing for Q3 2024, filed 7 Feb 2025.