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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
Q3 		– Sell
-7,700
Closed -$1.92M – 1491
2024
Q2 		$1.92M Buy
7,700
+5,980
+348% +$1.89M 0.17% 356
2024
Q1 		$617K Buy
+1,720
New +$703K 0.09% 391
2022
Q3 		– Sell
-2,200
Closed -$571K – 1265
2022
Q2 		$571K Buy
+2,200
New +$688K 0.06% 582
2021
Q1 		– Sell
-800
Closed -$287K – 2239
2020
Q4 		$287K Buy
+800
New +$223K 0.01% 1193
2020
Q3 		– Sell
-1,300
Closed -$294K – 2308
2020
Q2 		$294K Buy
1,300
+200
+18% +$37K 0.01% 1480
2020
Q1 		$150K Sell
1,100
-12,500
-92% -$1.85M 0.02% 972
2019
Q4 		$1.79M Buy
13,600
+8,000
+143% +$1.05M 0.04% 640
2019
Q3 		$675K Buy
+5,600
New +$808K 0.02% 950

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