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Chicago Trust’s MongoDB MDB Stock Holding History

Chicago Trust’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
-945
Closed -$255K – 376
2024
Q3 		$255K Buy
+945
New +$245K 0.04% 314
2024
Q2 		– Sell
-745
Closed -$267K – 330
2024
Q1 		$267K Hold
745
– – 0.06% 247
2023
Q4 		$305K Hold
745
– – 0.07% 224
2023
Q3 		$258K Hold
745
– – 0.06% 245
2023
Q2 		$306K Buy
+745
New +$217K 0.07% 233
2022
Q1 		– Sell
-685
Closed -$363K – 345
2021
Q4 		$363K Hold
685
– – 0.07% 247
2021
Q3 		$323K Hold
685
– – 0.07% 247
2021
Q2 		$248K Buy
+685
New +$212K 0.06% 273

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

Chicago Trust's MDB Position: Q4 2024 in Review

Chicago Trust sold out of MongoDB (MDB) in Q4 2024, closing a stake of 945 shares — an estimated $255K sold.

Chicago Trust first reported a position in MDB in Q2 2021 and held it in 8 quarters. The position peaked at $363K in Q4 2021. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Chicago Trust reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Chicago Trust sold 945 MongoDB shares in Q4 2024, an estimated $255K.
  • Chicago Trust first reported a position in MongoDB in Q2 2021 and held it in 8 quarters.
  • Chicago Trust's MongoDB position peaked at $363K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Chicago Trust's 13F filing for Q4 2024, filed 13 Jan 2025.