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Liberty One Investment Management’s MongoDB MDB Stock Holding History

Liberty One 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
-6
Closed -$1.62K – 170
2024
Q3 		$1.62K Sell
6
-35
-85% -$9.09K ﹤0.01% 181
2024
Q2 		$10K Sell
41
-3
-7% -$948 ﹤0.01% 181
2024
Q1 		$15.8K Buy
44
+1
+2% +$409 ﹤0.01% 175
2023
Q4 		$17.6K Buy
43
+7
+19% +$2.66K ﹤0.01% 146
2023
Q3 		$12.5K Buy
36
+3
+9% +$1.14K ﹤0.01% 134
2023
Q2 		$13.6K Hold
33
– – ﹤0.01% 138
2023
Q1 		$7.69K Buy
+33
New +$6.92K ﹤0.01% 146
2022
Q2 		– Sell
-3
Closed -$1K – 152
2022
Q1 		$1K Buy
+3
New +$1.17K ﹤0.01% 160

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

Liberty One Investment Management's MDB Position: Q4 2024 in Review

Liberty One Investment Management sold out of MongoDB (MDB) in Q4 2024, closing a stake of 6 shares — an estimated $1.62K sold.

Liberty One Investment Management first reported a position in MDB in Q1 2022 and held it in 8 quarters. The position peaked at $17.6K in Q4 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Liberty One Investment Management reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 6 MongoDB shares in Q4 2024, an estimated $1.62K.
  • Liberty One Investment Management first reported a position in MongoDB in Q1 2022 and held it in 8 quarters.
  • Liberty One Investment Management's MongoDB position peaked at $17.6K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.