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Summit Securities Group’s MongoDB MDB Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-72
Closed -$16.8K – 985
2024
Q4 		$16.8K Sell
72
-128
-64% -$36.1K ﹤0.01% 401
2024
Q3 		$54K Buy
200
+190
+1,900% +$49.4K 0.01% 214
2024
Q2 		$2K Buy
+10
New +$3.16K ﹤0.01% 532
2024
Q1 		– Sell
-506
Closed -$207K – 735
2023
Q4 		$207K Buy
506
+6
+1% +$2.28K 0.02% 250
2023
Q3 		$173K Buy
+500
New +$190K 0.02% 187
2023
Q1 		– Sell
-200
Closed -$39K – 1096
2022
Q4 		$39K Buy
+200
New +$35.6K ﹤0.01% 768
2021
Q2 		– Sell
-6,000
Closed -$1.6M – 790
2021
Q1 		$1.6M Buy
6,000
+5,300
+757% +$1.88M 0.18% 128
2020
Q4 		$251K Buy
+700
New +$195K 0.02% 487

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's MDB Position: Q1 2025 in Review

Summit Securities Group sold out of MongoDB (MDB) in Q1 2025, closing a stake of 72 shares — an estimated $16.8K sold.

Summit Securities Group first reported a position in MDB in Q4 2020 and held it in 8 quarters. The position peaked at $1.6M in Q1 2021. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Summit Securities Group reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 72 MongoDB shares in Q1 2025, an estimated $16.8K.
  • Summit Securities Group first reported a position in MongoDB in Q4 2020 and held it in 8 quarters.
  • Summit Securities Group's MongoDB position peaked at $1.6M in Q1 2021.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.