APA
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American Portfolios Advisors’s Mondelez International MDLZ Stock Holding History

American Portfolios 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
2022
Q3 		$1M Buy
18,310
+105
+0.6% +$6.52K 0.04% 439
2022
Q2 		$1.13M Sell
18,205
-485
-3% -$30.6K 0.05% 398
2022
Q1 		$1.17M Buy
18,690
+6,421
+52% +$418K 0.04% 438
2021
Q4 		$814K Buy
12,269
+183
+2% +$11.3K 0.03% 550
2021
Q3 		$703K Buy
12,086
+344
+3% +$21.4K 0.03% 569
2021
Q2 		$733K Buy
11,742
+705
+6% +$43.4K 0.03% 559
2021
Q1 		$646K Buy
11,037
+808
+8% +$45.6K 0.03% 557
2020
Q4 		$598K Sell
10,229
-9,883
-49% -$565K 0.03% 505
2020
Q3 		$1.16M Buy
20,112
+155
+0.8% +$8.63K 0.07% 261
2020
Q2 		$1.02M Sell
19,957
-279
-1% -$14.3K 0.07% 272
2020
Q1 		$1.01M Sell
20,236
-1,489
-7% -$80.7K 0.08% 214
2019
Q4 		$1.2M Buy
21,725
+134
+0.6% +$7.17K 0.09% 232
2019
Q3 		$1.19M Buy
21,591
+9,983
+86% +$546K 0.1% 215
2019
Q2 		$626K Sell
11,608
-835
-7% -$43.4K 0.05% 329
2019
Q1 		$621K Buy
12,443
+2,076
+20% +$95.2K 0.06% 310
2018
Q4 		$415K Buy
10,367
+5,212
+101% +$222K 0.05% 324
2018
Q3 		$221K Buy
5,155
+4
+0.1% +$171 0.03% 544
2018
Q2 		$211K Buy
5,151
+182
+4% +$7.31K 0.03% 524
2018
Q1 		$207K Buy
4,969
+711
+17% +$30.9K 0.03% 497
2017
Q4 		$182K Buy
+4,258
New +$179K 0.03% 528

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

American Portfolios Advisors's MDLZ Position: Q3 2022 in Review

American Portfolios Advisors increased its Mondelez International (MDLZ) stake by 0.58% in Q3 2022, buying an estimated $6.52K and bringing the position to 18,310 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #439.

American Portfolios Advisors first reported a position in MDLZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2019. 1,732 funds tracked by Wall St. Rank hold MDLZ as of Q3 2022.

  • American Portfolios Advisors held 18,310 shares of Mondelez International worth $1M as of Q3 2022.
  • American Portfolios Advisors bought 105 Mondelez International shares in Q3 2022, an estimated $6.52K.
  • Mondelez International made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #439 holding.
  • American Portfolios Advisors first reported a position in Mondelez International in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Mondelez International position peaked at $1.2M in Q4 2019.
  • 1,732 funds tracked by Wall St. Rank held Mondelez International as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.