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Sentry Investment Management’s MongoDB MDB Stock Holding History

Sentry Investment Management’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
Q2 		– Sell
-1,345
Closed -$198K – 506
2025
Q1 		$198K Buy
1,345
+27
+2% +$6.58K 0.13% 162
2024
Q4 		$307K Buy
1,318
+284
+27% +$80.2K 0.15% 144
2024
Q3 		$280K Hold
1,034
– – 0.12% 171
2024
Q2 		$258K Sell
1,034
-70
-6% -$22.1K 0.11% 175
2024
Q1 		$396K Hold
1,104
– – 0.15% 151
2023
Q4 		$451K Buy
+1,104
New +$419K 0.19% 132
2022
Q4 		– Sell
-168
Closed -$33K – 512
2022
Q3 		$33K Buy
+168
New +$49K 0.02% 522

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Sentry Investment Management's MDB Position: Q2 2025 in Review

Sentry Investment Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 1,345 shares — an estimated $198K sold.

Sentry Investment Management first reported a position in MDB in Q3 2022 and held it in 7 quarters. The position peaked at $451K in Q4 2023. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Sentry Investment Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Sentry Investment Management sold 1,345 MongoDB shares in Q2 2025, an estimated $198K.
  • Sentry Investment Management first reported a position in MongoDB in Q3 2022 and held it in 7 quarters.
  • Sentry Investment Management's MongoDB position peaked at $451K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Sentry Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.