Catalyst Capital Advisors’s MongoDB MDB Stock Holding History

Catalyst Capital Advisors’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
2025 Q2	–	Sell	-56	Closed	-$9.82K	–	466
2025 Q1	$9.82K	Sell	56 -2	-3%	-$487	﹤0.01%	422
2024 Q4	$13.5K	Hold	58	–	–	﹤0.01%	464
2024 Q3	$15.7K	Sell	58 -14	-19%	-$3.64K	﹤0.01%	489
2024 Q2	$18K	Buy	72 +5	+7%	+$1.58K	﹤0.01%	332
2024 Q1	$24K	Buy	+67	New	+$27.4K	﹤0.01%	312
2019 Q4	–	Sell	-164	Closed	-$20K	–	375
2019 Q3	$20K	Buy	164 +39	+31%	+$5.63K	﹤0.01%	295
2019 Q2	$19K	Buy	125 +50	+67%	+$7.26K	﹤0.01%	269
2019 Q1	$11K	Hold	75	–	–	﹤0.01%	290
2018 Q4	$6K	Sell	75 -26	-26%	-$2K	﹤0.01%	342
2018 Q3	$8K	Sell	101 -100	-50%	-$6.67K	﹤0.01%	350
2018 Q2	$10K	Buy	201 +50	+33%	+$2.24K	﹤0.01%	361
2018 Q1	$7K	Hold	151	–	–	﹤0.01%	364
2017 Q4	$4K	Buy	+151	New	+$4.42K	﹤0.01%	404

Other funds holding MDB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return