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Freedom Investment Management’s MongoDB MDB Stock Holding History

Freedom Investment Management’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
-1,226
Closed -$332K – 800
2024
Q3 		$332K Buy
1,226
+224
+22% +$58.2K 0.03% 567
2024
Q2 		$250K Sell
1,002
-1,242
-55% -$392K 0.02% 662
2024
Q1 		$805K Buy
2,244
+266
+13% +$109K 0.06% 309
2023
Q4 		$809K Buy
1,978
+9
+0.5% +$3.41K 0.07% 308
2023
Q3 		$681K Buy
1,969
+1,128
+134% +$428K 0.08% 300
2023
Q2 		$346K Buy
+841
New +$245K 0.04% 497
2022
Q4 		– Sell
-2,134
Closed -$424K – 755
2022
Q3 		$424K Sell
2,134
-119
-5% -$34.7K 0.05% 470
2022
Q2 		$585K Buy
2,253
+1,120
+99% +$350K 0.06% 400
2022
Q1 		$502K Buy
+1,133
New +$443K 0.05% 471

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

Freedom Investment Management's MDB Position: Q4 2024 in Review

Freedom Investment Management sold out of MongoDB (MDB) in Q4 2024, closing a stake of 1,226 shares — an estimated $332K sold.

Freedom Investment Management first reported a position in MDB in Q1 2022 and held it in 9 quarters. The position peaked at $809K in Q4 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Freedom Investment Management reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,226 MongoDB shares in Q4 2024, an estimated $332K.
  • Freedom Investment Management first reported a position in MongoDB in Q1 2022 and held it in 9 quarters.
  • Freedom Investment Management's MongoDB position peaked at $809K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.