Andesa Financial Management’s Mondelez International MDLZ Stock Holding History

Andesa Financial 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
2023 Q1	–	Sell	-8,675	Closed	-$578K	–	136
2022 Q4	$578K	Buy	8,675 +261	+3%	+$16.5K	0.32%	79
2022 Q3	$459K	Buy	8,414 +4,305	+105%	+$267K	0.16%	96
2022 Q2	$255K	Sell	4,109 -1,336	-25%	-$84.4K	0.16%	115
2022 Q1	$343K	Sell	5,445 -69	-1%	-$4.49K	0.19%	106
2021 Q4	$366K	Buy	5,514 +173	+3%	+$10.7K	0.18%	108
2021 Q3	$311K	Buy	5,341 +168	+3%	+$10.5K	0.17%	108
2021 Q2	$324K	Sell	5,173 -455	-8%	-$28K	0.1%	127
2021 Q1	$329K	Buy	+5,628	New	+$318K	0.11%	115

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Andesa Financial Management's MDLZ Position: Q1 2023 in Review

Andesa Financial Management sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 8,675 shares — an estimated $578K sold.

Andesa Financial Management first reported a position in MDLZ in Q1 2021 and held it in 8 quarters. The position peaked at $578K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

Andesa Financial Management reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 8,675 Mondelez International shares in Q1 2023, an estimated $578K.
Andesa Financial Management first reported a position in Mondelez International in Q1 2021 and held it in 8 quarters.
Andesa Financial Management's Mondelez International position peaked at $578K in Q4 2022.
1,880 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.