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Lindbrook Capital’s MongoDB MDB Stock Holding History

Lindbrook Capital’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 		$27.2K Sell
155
-117
-43% -$28.5K ﹤0.01% 1224
2024
Q4 		$63.3K Sell
272
-5
-2% -$1.41K 0.01% 712
2024
Q3 		$74.9K Buy
277
+39
+16% +$10.1K 0.01% 654
2024
Q2 		$59.5K Sell
238
-17
-7% -$5.37K 0.01% 722
2024
Q1 		$91.5K Buy
255
+8
+3% +$3.27K 0.01% 562
2023
Q4 		$101K Buy
247
+46
+23% +$17.5K 0.01% 520
2023
Q3 		$69.5K Buy
201
+2
+1% +$759 0.01% 578
2023
Q2 		$81.8K Buy
199
+14
+8% +$4.08K 0.01% 543
2023
Q1 		$43.1K Buy
185
+14
+8% +$2.94K 0.01% 751
2022
Q4 		$33.7K Buy
171
+133
+350% +$23.7K ﹤0.01% 836
2022
Q3 		$8K Sell
38
-136
-78% -$39.7K ﹤0.01% 1438
2022
Q2 		$45K Buy
174
+51
+41% +$15.9K 0.01% 691
2022
Q1 		$55K Sell
123
-55
-31% -$21.5K 0.01% 647
2021
Q4 		$94K Sell
178
-2
-1% -$1.02K 0.01% 512
2021
Q3 		$85K Buy
180
+65
+57% +$26.2K 0.02% 301
2021
Q2 		$42K Buy
115
+53
+85% +$16.4K 0.01% 525
2021
Q1 		$17K Buy
62
+24
+63% +$8.5K ﹤0.01% 812
2020
Q4 		$14K Buy
38
+11
+41% +$3.07K ﹤0.01% 789
2020
Q3 		$6K Buy
27
+8
+42% +$1.73K ﹤0.01% 1037
2020
Q2 		$4K Buy
+19
New +$3.52K ﹤0.01% 1180
2020
Q1 		– Sell
-200
Closed -$26K – 1783
2019
Q4 		$26K Sell
200
-100
-33% -$13.1K 0.01% 646
2019
Q3 		$36K Hold
300
– – 0.01% 517
2019
Q2 		$45K Buy
300
+100
+50% +$14.5K 0.02% 455
2019
Q1 		$29K Hold
200
– – 0.01% 568
2018
Q4 		$16K Buy
+200
New +$15.4K 0.01% 698

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
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 $3.37T AUM 44.26% 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

Lindbrook Capital's MDB Position: Q1 2025 in Review

Lindbrook Capital reduced its MongoDB (MDB) stake by 43% in Q1 2025, selling an estimated $28.5K and leaving 155 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Lindbrook Capital first reported a position in MDB in Q4 2018 and has held it in 25 quarters since. The position peaked at $101K in Q4 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Lindbrook Capital held 155 shares of MongoDB worth $27.2K as of Q1 2025.
  • Lindbrook Capital sold 117 MongoDB shares in Q1 2025, an estimated $28.5K.
  • MongoDB made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1224 holding.
  • Lindbrook Capital first reported a position in MongoDB in Q4 2018 and has held it in 25 quarters since.
  • Lindbrook Capital's MongoDB position peaked at $101K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.