AIA
MDLZ icon

Alera Investment Advisors’s Mondelez International MDLZ Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$413K Sell
5,603
-1,708
-23% -$120K 0.05% 156
2024
Q2 		$478K Buy
+7,311
New +$502K 0.06% 136
2019
Q2 		– Sell
-2,073
Closed -$103K – 620
2019
Q1 		$103K Sell
2,073
-295
-12% -$13.5K 0.05% 105
2018
Q4 		$95K Buy
+2,368
New +$101K 0.06% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's MDLZ Position: Q3 2024 in Review

Alera Investment Advisors reduced its Mondelez International (MDLZ) stake by 23% in Q3 2024, selling an estimated $120K and leaving 5,603 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #156.

Alera Investment Advisors first reported a position in MDLZ in Q4 2018 and has held it in 4 quarters since. The position peaked at $478K in Q2 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Alera Investment Advisors held 5,603 shares of Mondelez International worth $413K as of Q3 2024.
  • Alera Investment Advisors sold 1,708 Mondelez International shares in Q3 2024, an estimated $120K.
  • Mondelez International made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #156 holding.
  • Alera Investment Advisors first reported a position in Mondelez International in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's Mondelez International position peaked at $478K in Q2 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.