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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 – 1472
2024
Q2 		$1.92M Buy
7,700
+5,980
+348% +$1.89M 0.05% 356
2024
Q1 		$617K Buy
+1,720
New +$703K 0.03% 391
2022
Q3 		– Sell
-2,200
Closed -$571K – 1210
2022
Q2 		$571K Buy
+2,200
New +$688K 0.02% 582
2021
Q1 		– Sell
-800
Closed -$287K – 2231
2020
Q4 		$287K Buy
+800
New +$223K 0.01% 1193
2020
Q3 		– Sell
-1,300
Closed -$294K – 2304
2020
Q2 		$294K Buy
1,300
+200
+18% +$37K 0.01% 1480
2020
Q1 		$150K Sell
1,100
-12,500
-92% -$1.85M 0.01% 972
2019
Q4 		$1.79M Buy
13,600
+8,000
+143% +$1.05M 0.03% 640
2019
Q3 		$675K Buy
+5,600
New +$808K 0.01% 950

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Paloma Partners's MDB Position: Q4 2024 in Review

Paloma Partners sold out of MongoDB (MDB) in Q4 2024, closing a stake of 4,152 shares — an estimated $1.12M sold.

Paloma Partners first reported a position in MDB in Q4 2019 and held it in 15 quarters. The position peaked at $12.7M in Q2 2020. 714 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Paloma Partners reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 4,152 MongoDB shares in Q4 2024, an estimated $1.12M.
  • Paloma Partners first reported a position in MongoDB in Q4 2019 and held it in 15 quarters.
  • Paloma Partners's MongoDB position peaked at $12.7M in Q2 2020.
  • 714 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.