Silicon Valley Community Foundation’s MongoDB MDB Stock Holding History

Silicon Valley Community Foundation’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 Q4	–	Sell	-3,818	Closed	-$1.03M	–	14
2024 Q3	$1.03M	Sell	3,818 -50	-1%	-$13K	0.04%	14
2024 Q2	$967K	Sell	3,868 -59	-2%	-$18.6K	0.04%	15
2024 Q1	$1.41M	Sell	3,927 -66	-2%	-$27K	0.05%	14
2023 Q4	$1.63M	Sell	3,993 -69	-2%	-$26.2K	0.17%	13
2023 Q3	$1.4M	Sell	4,062 -71	-2%	-$27K	0.17%	12
2023 Q2	$1.7M	Sell	4,133 -85	-2%	-$24.8K	0.2%	11
2023 Q1	$983K	Sell	4,218 -99	-2%	-$20.8K	0.14%	13
2022 Q4	$850K	Hold	4,317	–	–	0.16%	13
2022 Q3	$857K	Sell	4,317 -82	-2%	-$23.9K	0.11%	16
2022 Q2	$1.14M	Sell	4,399 -64	-1%	-$20K	0.09%	20
2022 Q1	$1.98M	Sell	4,463 -67	-1%	-$26.2K	0.1%	17
2021 Q4	$2.4M	Sell	4,530 -76	-2%	-$38.9K	0.16%	30
2021 Q3	$2.17M	Sell	4,606 -74	-2%	-$29.8K	0.14%	12
2021 Q2	$1.69M	Hold	4,680	–	–	0.1%	14
2021 Q1	$1.25M	Hold	4,680	–	–	0.08%	14
2020 Q4	$1.68M	Buy	+4,680	New	+$1.31M	0.12%	14

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Silicon Valley Community Foundation's MDB Position: Q4 2024 in Review

Silicon Valley Community Foundation sold out of MongoDB (MDB) in Q4 2024, closing a stake of 3,818 shares — an estimated $1.03M sold.

Silicon Valley Community Foundation first reported a position in MDB in Q4 2020 and held it in 16 quarters. The position peaked at $2.4M in Q4 2021. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

Silicon Valley Community Foundation reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
Silicon Valley Community Foundation sold 3,818 MongoDB shares in Q4 2024, an estimated $1.03M.
Silicon Valley Community Foundation first reported a position in MongoDB in Q4 2020 and held it in 16 quarters.
Silicon Valley Community Foundation's MongoDB position peaked at $2.4M in Q4 2021.
712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Silicon Valley Community Foundation's 13F filing for Q4 2024, filed 18 Feb 2025.