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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
-6,600
Closed -$1.65M – 1473
2024
Q2 		$1.65M Buy
+6,600
New +$2.08M 0.05% 390
2020
Q1 		– Sell
-10,800
Closed -$1.42M – 1730
2019
Q4 		$1.42M Buy
10,800
+5,600
+108% +$735K 0.02% 765
2019
Q3 		$626K Buy
+5,200
New +$750K 0.01% 1000

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.