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Winthrop Capital Management’s MongoDB MDB Stock Holding History

Winthrop 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
2024
Q3 		– Sell
-2
Closed -$1K – 171
2024
Q2 		$1K Hold
2
– – ﹤0.01% 149
2024
Q1 		$1K Hold
2
– – ﹤0.01% 153
2023
Q4 		$818 Buy
+2
New +$759 ﹤0.01% 258

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

Winthrop Capital Management's MDB Position: Q3 2024 in Review

Winthrop Capital Management sold out of MongoDB (MDB) in Q3 2024, closing a stake of 2 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in MDB in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Winthrop Capital Management reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Winthrop Capital Management sold 2 MongoDB shares in Q3 2024, an estimated $1K.
  • Winthrop Capital Management first reported a position in MongoDB in Q4 2023 and held it in 3 quarters.
  • Winthrop Capital Management's MongoDB position peaked at $1K in Q2 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Winthrop Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.