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L & S Advisors’s MongoDB MDB Stock Holding History

L & S 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
Q1 		– Sell
-5,724
Closed -$1.33M – 368
2024
Q4 		$1.33M Sell
5,724
-31
-0.5% -$8.75K 0.15% 157
2024
Q3 		$1.56M Buy
5,755
+4,113
+250% +$1.07M 0.16% 145
2024
Q2 		$410K Sell
1,642
-3,085
-65% -$974K 0.05% 233
2024
Q1 		$1.7M Buy
4,727
+1,371
+41% +$560K 0.19% 137
2023
Q4 		$1.37M Buy
3,356
+198
+6% +$75.1K 0.17% 139
2023
Q3 		$1.09M Buy
3,158
+136
+5% +$51.6K 0.16% 150
2023
Q2 		$1.24M Sell
3,022
-1,713
-36% -$500K 0.17% 129
2023
Q1 		$1.1M Sell
4,735
-923
-16% -$194K 0.15% 138
2022
Q4 		$1.11M Buy
+5,658
New +$1.01M 0.21% 112
2022
Q3 		– Sell
-1,135
Closed -$295K – 255
2022
Q2 		$295K Hold
1,135
– – 0.05% 185
2022
Q1 		$503K Hold
1,135
– – 0.06% 206
2021
Q4 		$601K Buy
+1,135
New +$581K 0.06% 208

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

L & S Advisors's MDB Position: Q1 2025 in Review

L & S Advisors sold out of MongoDB (MDB) in Q1 2025, closing a stake of 5,724 shares — an estimated $1.33M sold.

L & S Advisors first reported a position in MDB in Q4 2021 and held it in 12 quarters. The position peaked at $1.7M in Q1 2024. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • L & S Advisors reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • L & S Advisors sold 5,724 MongoDB shares in Q1 2025, an estimated $1.33M.
  • L & S Advisors first reported a position in MongoDB in Q4 2021 and held it in 12 quarters.
  • L & S Advisors's MongoDB position peaked at $1.7M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on L & S Advisors's 13F filing for Q1 2025, filed 9 May 2025.