Aevitas Wealth Management’s Mondelez International MDLZ Stock Holding History

Aevitas Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$365K	Buy	5,479 +9	+0.2%	+$569	0.22%	85
2022 Q3	$300K	Buy	5,470 +677	+14%	+$42K	0.23%	89
2022 Q2	$298K	Buy	4,793 +3	+0.1%	+$190	0.2%	94
2022 Q1	$301K	Sell	4,790 -297	-6%	-$19.3K	0.18%	98
2021 Q4	$337K	Buy	5,087 +4	+0.1%	+$247	0.2%	96
2021 Q3	$296K	Buy	5,083 +4	+0.1%	+$249	0.19%	104
2021 Q2	$317K	Buy	5,079 +13	+0.3%	+$801	0.2%	100
2021 Q1	$296K	Buy	5,066 +3	+0.1%	+$169	0.21%	96
2020 Q4	$296K	Buy	5,063 +153	+3%	+$8.74K	0.22%	91
2020 Q3	$282K	Buy	4,910 +19	+0.4%	+$1.06K	0.23%	86
2020 Q2	$250K	Buy	4,891 +3	+0.1%	+$154	0.23%	88
2020 Q1	$245K	Buy	4,888 +3	+0.1%	+$163	0.27%	86
2019 Q4	$269K	Buy	4,885 +3	+0.1%	+$160	0.25%	95
2019 Q3	$270K	Buy	4,882 +3	+0.1%	+$164	0.27%	94
2019 Q2	$263K	Sell	4,879 -1,999	-29%	-$104K	0.26%	94
2019 Q1	$343K	Sell	6,878 -946	-12%	-$43.4K	0.31%	83
2018 Q4	$313K	Sell	7,824 -12	-0.2%	-$512	0.32%	77
2018 Q3	$337K	Sell	7,836 -297	-4%	-$12.7K	0.31%	79
2018 Q2	$333K	Sell	8,133 -1,737	-18%	-$69.8K	0.32%	77
2018 Q1	$412K	Sell	9,870 -4,227	-30%	-$184K	0.41%	63
2017 Q4	$603K	Buy	+14,097	New	+$592K	0.57%	54

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aevitas Wealth Management's MDLZ Position: Q4 2022 in Review

Aevitas Wealth Management increased its Mondelez International (MDLZ) stake by 0.16% in Q4 2022, buying an estimated $569 and bringing the position to 5,479 shares worth $365K. The position accounts for 0.22% of the portfolio, ranked #85.

Aevitas Wealth Management first reported a position in MDLZ in Q4 2017 and has held it in 21 quarters since. The position peaked at $603K in Q4 2017. 1,831 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Aevitas Wealth Management held 5,479 shares of Mondelez International worth $365K as of Q4 2022.
Aevitas Wealth Management bought 9 Mondelez International shares in Q4 2022, an estimated $569.
Mondelez International made up 0.22% of Aevitas Wealth Management's portfolio in Q4 2022, its #85 holding.
Aevitas Wealth Management first reported a position in Mondelez International in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Mondelez International position peaked at $603K in Q4 2017.
1,831 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.