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Paloma Partners’s MongoDB MDB Stock Holding History

Paloma Partners’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
-4,152
Closed -$1.12M – 791
2024
Q3 		$1.12M Buy
4,152
+3,820
+1,151% +$992K 0.06% 394
2024
Q2 		$83K Sell
332
-382
-54% -$121K 0.01% 1094
2024
Q1 		$256K Buy
+714
New +$292K 0.04% 554
2023
Q3 		– Sell
-2,126
Closed -$874K – 916
2023
Q2 		$874K Buy
+2,126
New +$620K 0.2% 389
2022
Q3 		– Sell
-7,500
Closed -$1.95M – 1266
2022
Q2 		$1.95M Buy
7,500
+5,836
+351% +$1.82M 0.19% 272
2022
Q1 		$738K Buy
1,664
+1,586
+2,033% +$620K 0.06% 556
2021
Q4 		$41K Buy
78
+76
+3,800% +$38.9K ﹤0.01% 1836
2021
Q3 		$1K Sell
2
-4,027
-100% -$1.62M ﹤0.01% 996
2021
Q2 		$1.46M Sell
4,029
-5,654
-58% -$1.75M 0.04% 502
2021
Q1 		$2.59M Buy
9,683
+9,193
+1,876% +$3.26M 0.08% 320
2020
Q4 		$176K Sell
490
-1,022
-68% -$285K 0.01% 1415
2020
Q3 		$350K Sell
1,512
-54,778
-97% -$11.9M 0.01% 1383
2020
Q2 		$12.7M Buy
56,290
+26,986
+92% +$5M 0.27% 74
2020
Q1 		$4M Buy
29,304
+26,134
+824% +$3.86M 0.41% 59
2019
Q4 		$417K Buy
+3,170
New +$416K 0.01% 1516

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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