EDRH
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Edmond de Rothschild Holding’s MongoDB MDB Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-637
Closed -$148K – 611
2024
Q4 		$148K Hold
637
– – ﹤0.01% 428
2024
Q3 		$172K Hold
637
– – ﹤0.01% 432
2024
Q2 		$159K Buy
637
+215
+51% +$67.9K ﹤0.01% 449
2024
Q1 		$151K Buy
422
+221
+110% +$90.3K ﹤0.01% 454
2023
Q4 		$82.2K Buy
+201
New +$76.3K ﹤0.01% 524
2021
Q3 		– Sell
-84
Closed -$30K – 843
2021
Q2 		$30K Buy
84
+70
+500% +$21.6K ﹤0.01% 698
2021
Q1 		$4K Buy
+14
New +$4.96K ﹤0.01% 716
2020
Q3 		– Sell
-188
Closed -$43K – 639
2020
Q2 		$43K Sell
188
-46
-20% -$8.52K ﹤0.01% 505
2020
Q1 		$32K Buy
+234
New +$34.6K ﹤0.01% 484

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return