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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
2021
Q2 		– Sell
-60
Closed -$1.6M – 791
2021
Q1 		$1.6M Buy
60
+20
+50% +$7.08K 0.18% 129
2020
Q4 		$1.44M Buy
+40
New +$11.2K 0.12% 189

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

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. 663 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.
  • 663 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.