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Wintrust Investments’s MongoDB MDB Stock Holding History

Wintrust Investments’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
-135
Closed -$36K – 485
2024
Q3 		$36K Sell
135
-1,414
-91% -$367K 0.03% 364
2024
Q2 		$387K Buy
+1,549
New +$489K 0.03% 328
2024
Q1 		– Sell
-928
Closed -$379K – 479
2023
Q4 		$379K Sell
928
-303
-25% -$115K 0.04% 324
2023
Q3 		$426K Buy
1,231
+510
+71% +$194K 0.04% 281
2023
Q2 		$296K Buy
+721
New +$210K 0.03% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wintrust Investments's MDB Position: Q4 2024 in Review

Wintrust Investments sold out of MongoDB (MDB) in Q4 2024, closing a stake of 135 shares — an estimated $36K sold.

Wintrust Investments first reported a position in MDB in Q2 2023 and held it in 5 quarters. The position peaked at $426K in Q3 2023. 713 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Wintrust Investments reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 135 MongoDB shares in Q4 2024, an estimated $36K.
  • Wintrust Investments first reported a position in MongoDB in Q2 2023 and held it in 5 quarters.
  • Wintrust Investments's MongoDB position peaked at $426K in Q3 2023.
  • 713 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.