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EFG Asset Management (Americas)’s MongoDB MDB Stock Holding History

EFG Asset Management (Americas)’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
-3,483
Closed -$942K – 126
2024
Q3 		$942K Sell
3,483
-2,179
-38% -$566K 0.18% 105
2024
Q2 		$1.42M Buy
5,662
+2,071
+58% +$654K 0.28% 96
2024
Q1 		$1.29M Sell
3,591
-3,190
-47% -$1.3M 0.39% 74
2023
Q4 		$2.77M Sell
6,781
-1,288
-16% -$489K 0.6% 56
2023
Q3 		$2.79M Sell
8,069
-1,195
-13% -$454K 0.67% 48
2023
Q2 		$3.81M Sell
9,264
-1,053
-10% -$307K 0.88% 36
2023
Q1 		$2.41M Buy
10,317
+888
+9% +$186K 0.58% 59
2022
Q4 		$1.86M Buy
9,429
+669
+8% +$119K 0.46% 67
2022
Q3 		$1.74M Buy
8,760
+230
+3% +$67.1K 0.44% 65
2022
Q2 		$2.21M Sell
8,530
-329
-4% -$103K 0.52% 54
2022
Q1 		$3.93M Sell
8,859
-440
-5% -$172K 0.73% 44
2021
Q4 		$4.92M Sell
9,299
-1,278
-12% -$654K 0.83% 40
2021
Q3 		$4.99M Sell
10,577
-961
-8% -$387K 0.89% 35
2021
Q2 		$4.17M Sell
11,538
-165
-1% -$51K 0.77% 46
2021
Q1 		$3.13M Sell
11,703
-573
-5% -$203K 0.64% 59
2020
Q4 		$4.41M Sell
12,276
-1,357
-10% -$379K 0.9% 41
2020
Q3 		$3.16M Buy
13,633
+1,025
+8% +$222K 0.71% 56
2020
Q2 		$2.85M Sell
12,608
-3,791
-23% -$702K 0.74% 53
2020
Q1 		$2.24M Sell
16,399
-225
-1% -$33.2K 0.72% 56
2019
Q4 		$2.19M Sell
16,624
-69
-0.4% -$9.06K 0.58% 64
2019
Q3 		$2.01M Buy
16,693
+4,178
+33% +$603K 0.61% 62
2019
Q2 		$1.9M Buy
+12,515
New +$1.82M 0.54% 69

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EFG Asset Management (Americas)'s MDB Position: Q4 2024 in Review

EFG Asset Management (Americas) sold out of MongoDB (MDB) in Q4 2024, closing a stake of 3,483 shares — an estimated $942K sold.

EFG Asset Management (Americas) first reported a position in MDB in Q2 2019 and held it in 22 quarters. The position peaked at $4.99M in Q3 2021. 714 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • EFG Asset Management (Americas) reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 3,483 MongoDB shares in Q4 2024, an estimated $942K.
  • EFG Asset Management (Americas) first reported a position in MongoDB in Q2 2019 and held it in 22 quarters.
  • EFG Asset Management (Americas)'s MongoDB position peaked at $4.99M in Q3 2021.
  • 714 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2024, filed 7 Feb 2025.