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Stonegate Investment Group’s MongoDB MDB Stock Holding History

Stonegate Investment Group’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
-6,979
Closed -$1.89M – 416
2024
Q3 		$1.89M Buy
6,979
+360
+5% +$93.5K 0.05% 127
2024
Q2 		$1.65M Buy
6,619
+21
+0.3% +$6.63K 0.05% 129
2024
Q1 		$2.37M Buy
6,598
+232
+4% +$94.8K 0.07% 108
2023
Q4 		$2.6M Buy
6,366
+338
+6% +$128K 0.09% 96
2023
Q3 		$2.08M Hold
6,028
– – 0.08% 102
2023
Q2 		$2.48M Hold
6,028
– – 0.09% 96
2023
Q1 		$1.41M Buy
6,028
+526
+10% +$110K 0.05% 131
2022
Q4 		$1.08M Buy
+5,502
New +$979K 0.05% 137

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stonegate Investment Group's MDB Position: Q4 2024 in Review

Stonegate Investment Group sold out of MongoDB (MDB) in Q4 2024, closing a stake of 6,979 shares — an estimated $1.89M sold.

Stonegate Investment Group first reported a position in MDB in Q4 2022 and held it in 8 quarters. The position peaked at $2.6M in Q4 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Stonegate Investment Group reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 6,979 MongoDB shares in Q4 2024, an estimated $1.89M.
  • Stonegate Investment Group first reported a position in MongoDB in Q4 2022 and held it in 8 quarters.
  • Stonegate Investment Group's MongoDB position peaked at $2.6M in Q4 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.