Sanders Morris Harris’s MongoDB MDB Stock Holding History

Sanders Morris Harris’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	–	Sell	-12,000	Closed	-$2.79M	–	301
2024 Q4	$2.79M	Buy	+12,000	New	+$3.39M	0.42%	46

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Morris Harris's MDB Position: Q1 2025 in Review

Sanders Morris Harris sold out of MongoDB (MDB) in Q1 2025, closing a stake of 12,000 shares — an estimated $2.79M sold.

Sanders Morris Harris first reported a position in MDB in Q4 2024 and held it in 1 quarter. The position peaked at $2.79M in Q4 2024. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Sanders Morris Harris reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
Sanders Morris Harris sold 12,000 MongoDB shares in Q1 2025, an estimated $2.79M.
Sanders Morris Harris first reported a position in MongoDB in Q4 2024 and held it in 1 quarter.
Sanders Morris Harris's MongoDB position peaked at $2.79M in Q4 2024.
663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Sanders Morris Harris's 13F filing for Q1 2025, filed 9 Apr 2025.