AWM
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Altium Wealth Management’s Mondelez International MDLZ Stock Holding History

Altium 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
Q2 		$1.83M Sell
29,505
-4,520
-13% -$286K 0.13% 93
2022
Q1 		$2.14M Buy
34,025
+1,181
+4% +$76.9K 0.14% 84
2021
Q4 		$2.18M Buy
32,844
+169
+0.5% +$10.4K 0.14% 82
2021
Q3 		$1.9M Buy
32,675
+888
+3% +$55.2K 0.14% 86
2021
Q2 		$1.99M Sell
31,787
-908
-3% -$55.9K 0.15% 77
2021
Q1 		$1.91M Sell
32,695
-432
-1% -$24.4K 0.15% 77
2020
Q4 		$1.94M Buy
33,127
+1,406
+4% +$80.4K 0.17% 67
2020
Q3 		$1.82M Buy
31,721
+232
+0.7% +$12.9K 0.19% 63
2020
Q2 		$1.61M Buy
31,489
+1,116
+4% +$57.3K 0.18% 64
2020
Q1 		$1.52M Buy
30,373
+858
+3% +$46.5K 0.21% 60
2019
Q4 		$1.63M Buy
29,515
+6,748
+30% +$361K 0.19% 69
2019
Q3 		$1.26M Buy
22,767
+831
+4% +$45.5K 0.17% 73
2019
Q2 		$1.18M Sell
21,936
-6,638
-23% -$345K 0.17% 72
2019
Q1 		$1.43M Buy
28,574
+413
+1% +$18.9K 0.23% 62
2018
Q4 		$1.13M Buy
28,161
+1,968
+8% +$83.9K 0.22% 67
2018
Q3 		$1.13M Buy
26,193
+10,653
+69% +$454K 0.22% 74
2018
Q2 		$637K Buy
15,540
+9,219
+146% +$370K 0.17% 100
2018
Q1 		$263K Buy
6,321
+847
+15% +$36.8K 0.1% 143
2017
Q4 		$236K Buy
+5,474
New +$230K 0.11% 140

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Altium Wealth Management's MDLZ Position: Q2 2022 in Review

Altium Wealth Management reduced its Mondelez International (MDLZ) stake by 13% in Q2 2022, selling an estimated $286K and leaving 29,505 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #93.

Altium Wealth Management first reported a position in MDLZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • Altium Wealth Management held 29,505 shares of Mondelez International worth $1.83M as of Q2 2022.
  • Altium Wealth Management sold 4,520 Mondelez International shares in Q2 2022, an estimated $286K.
  • Mondelez International made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #93 holding.
  • Altium Wealth Management first reported a position in Mondelez International in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Mondelez International position peaked at $2.18M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.