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Ahrens Investment Partners’s Mondelez International MDLZ Stock Holding History

Ahrens Investment Partners’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 		$17.9K Buy
+257
New +$17K 0.01% 486
2022
Q3 		– Sell
-257
Closed -$16K – 602
2022
Q2 		$16K Hold
257
– – 0.01% 548
2022
Q1 		$16K Hold
257
– – 0.01% 621
2021
Q4 		$17K Buy
+257
New +$15.9K 0.01% 611

Other funds holding MDLZ

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ahrens Investment Partners's MDLZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Mondelez International (MDLZ) in Q1 2023: 257 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MDLZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MDLZ in Q4 2021 and has held it in 4 quarters since. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • Ahrens Investment Partners held 257 shares of Mondelez International worth $17.9K as of Q1 2023.
  • Mondelez International was a new Ahrens Investment Partners position in Q1 2023.
  • Mondelez International made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #486 holding.
  • Ahrens Investment Partners first reported a position in Mondelez International in Q4 2021 and has held it in 4 quarters since.
  • 1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.