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Alaethes Wealth’s Mondelez International MDLZ Stock Holding History

Alaethes Wealth’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
Q2 		– Sell
-21
Closed -$1K – 228
2022
Q1 		$1K Sell
21
-39
-65% -$2.54K ﹤0.01% 288
2021
Q4 		$4K Hold
60
– – ﹤0.01% 240
2021
Q3 		$3K Hold
60
– – ﹤0.01% 238
2021
Q2 		$4K Buy
+60
New +$3.7K ﹤0.01% 221

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Alaethes Wealth's MDLZ Position: Q2 2022 in Review

Alaethes Wealth sold out of Mondelez International (MDLZ) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

Alaethes Wealth first reported a position in MDLZ in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • Alaethes Wealth reported no remaining Mondelez International position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 21 Mondelez International shares in Q2 2022, an estimated $1K.
  • Alaethes Wealth first reported a position in Mondelez International in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Mondelez International position peaked at $4K in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.