Sandy Spring Bank’s MongoDB MDB Stock Holding History

Sandy Spring Bank’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	$11.9K	Sell	68 -59	-46%	-$14.4K	﹤0.01%	815
2024 Q4	$29.6K	Hold	127	–	–	﹤0.01%	683
2024 Q3	$34.3K	Hold	127	–	–	﹤0.01%	660
2024 Q2	$31.7K	Buy	127 +30	+31%	+$9.47K	﹤0.01%	671
2024 Q1	$34.8K	Buy	97 +12	+14%	+$4.9K	﹤0.01%	653
2023 Q4	$34.8K	Hold	85	–	–	﹤0.01%	626
2023 Q3	$29.4K	Hold	85	–	–	﹤0.01%	643
2023 Q2	$34.9K	Hold	85	–	–	﹤0.01%	614
2023 Q1	$19.8K	Hold	85	–	–	﹤0.01%	697
2022 Q4	$16.7K	Sell	85 -6	-7%	-$1.07K	﹤0.01%	731
2022 Q3	$18K	Buy	91 +50	+122%	+$14.6K	﹤0.01%	695
2022 Q2	$11K	Buy	41 +6	+17%	+$1.88K	﹤0.01%	817
2022 Q1	$16K	Hold	35	–	–	﹤0.01%	759
2021 Q4	$19K	Hold	35	–	–	﹤0.01%	776
2021 Q3	$17K	Hold	35	–	–	﹤0.01%	789
2021 Q2	$13K	Hold	35	–	–	﹤0.01%	855
2021 Q1	$9K	Hold	35	–	–	﹤0.01%	808
2020 Q4	$13K	Hold	35	–	–	﹤0.01%	715
2020 Q3	$8K	Hold	35	–	–	﹤0.01%	704
2020 Q2	$8K	Buy	+35	New	+$6.48K	﹤0.01%	726

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

Sandy Spring Bank's MDB Position: Q1 2025 in Review

Sandy Spring Bank reduced its MongoDB (MDB) stake by 46% in Q1 2025, selling an estimated $14.4K and leaving 68 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Sandy Spring Bank first reported a position in MDB in Q2 2020 and has held it in 20 quarters since. The position peaked at $34.9K in Q2 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Sandy Spring Bank held 68 shares of MongoDB worth $11.9K as of Q1 2025.
Sandy Spring Bank sold 59 MongoDB shares in Q1 2025, an estimated $14.4K.
MongoDB made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #815 holding.
Sandy Spring Bank first reported a position in MongoDB in Q2 2020 and has held it in 20 quarters since.
Sandy Spring Bank's MongoDB position peaked at $34.9K in Q2 2023.
664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.