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Alta Advisers’s MongoDB MDB Stock Holding History

Alta Advisers’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
Q4 		– Sell
-200
Closed -$54.1K – 306
2024
Q3 		$54.1K Hold
200
– – 0.02% 395
2024
Q2 		$50K Hold
200
– – 0.02% 379
2024
Q1 		$71.7K Hold
200
– – 0.04% 335
2023
Q4 		$81.8K Hold
200
– – 0.04% 303
2023
Q3 		$69.2K Hold
200
– – 0.04% 318
2023
Q2 		$82.2K Hold
200
– – 0.05% 299
2023
Q1 		$46.6K Hold
200
– – 0.03% 373
2022
Q4 		$39K Hold
200
– – 0.02% 379
2022
Q3 		$40K Buy
+200
New +$58.4K 0.03% 378

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alta Advisers's MDB Position: Q4 2024 in Review

Alta Advisers sold out of MongoDB (MDB) in Q4 2024, closing a stake of 200 shares — an estimated $54.1K sold.

Alta Advisers first reported a position in MDB in Q3 2022 and held it in 9 quarters. The position peaked at $82.2K in Q2 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Alta Advisers reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 200 MongoDB shares in Q4 2024, an estimated $54.1K.
  • Alta Advisers first reported a position in MongoDB in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's MongoDB position peaked at $82.2K in Q2 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.