Weld Capital Management’s MongoDB MDB Stock Holding History

Weld Capital 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
2021 Q2	–	Sell	-1,113	Closed	-$298K	–	325
2021 Q1	$298K	Buy	1,113 +222	+25%	+$78.6K	0.13%	256
2020 Q4	$320K	Sell	891 -663	-43%	-$185K	0.13%	271
2020 Q3	$360K	Buy	+1,554	New	+$337K	0.14%	247
2020 Q1	–	Sell	-3,653	Closed	-$481K	–	594
2019 Q4	$481K	Buy	+3,653	New	+$480K	0.09%	361
2019 Q3	–	Sell	-3,093	Closed	-$470K	–	905
2019 Q2	$470K	Buy	+3,093	New	+$449K	0.09%	403

Other funds holding MDB

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Weld Capital Management's MDB Position: Q2 2021 in Review

Weld Capital Management sold out of MongoDB (MDB) in Q2 2021, closing a stake of 1,113 shares — an estimated $298K sold.

Weld Capital Management first reported a position in MDB in Q2 2019 and held it in 5 quarters. The position peaked at $481K in Q4 2019. 463 funds tracked by Wall St. Rank hold MDB as of Q2 2021.

Weld Capital Management reported no remaining MongoDB position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 1,113 MongoDB shares in Q2 2021, an estimated $298K.
Weld Capital Management first reported a position in MongoDB in Q2 2019 and held it in 5 quarters.
Weld Capital Management's MongoDB position peaked at $481K in Q4 2019.
463 funds tracked by Wall St. Rank held MongoDB as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.