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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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return