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Affiance Financial’s Mondelez International MDLZ Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-924
Closed -$61.6K – 286
2022
Q4 		$61.6K Buy
+924
New +$58.4K 0.03% 157
2019
Q4 		– Sell
-3,621
Closed -$200K – 142
2019
Q3 		$200K Buy
+3,621
New +$198K 0.12% 91

Other funds holding MDLZ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Affiance Financial's MDLZ Position: Q1 2023 in Review

Affiance Financial sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 924 shares — an estimated $61.6K sold.

Affiance Financial first reported a position in MDLZ in Q3 2019 and held it in 2 quarters. The position peaked at $200K in Q3 2019. 1,879 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • Affiance Financial reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 924 Mondelez International shares in Q1 2023, an estimated $61.6K.
  • Affiance Financial first reported a position in Mondelez International in Q3 2019 and held it in 2 quarters.
  • Affiance Financial's Mondelez International position peaked at $200K in Q3 2019.
  • 1,879 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.