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Baron Financial Group’s Mondelez International MDLZ Stock Holding History

Baron Financial Group’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 		– Sell
-841
Closed -$52.2K – 133
2022
Q2 		$52.2K Hold
841
– – 0.03% 83
2022
Q1 		$52.8K Hold
841
– – 0.03% 87
2021
Q4 		$55.8K Hold
841
– – 0.03% 86
2021
Q3 		$48.9K Hold
841
– – 0.03% 89
2021
Q2 		$52.5K Sell
841
-50
-6% -$3.08K 0.03% 86
2021
Q1 		$52.1K Buy
891
+245
+38% +$13.8K 0.04% 88
2020
Q4 		$37.8K Hold
646
– – 0.03% 99
2020
Q3 		$37.1K Buy
+646
New +$36K 0.03% 100

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

Baron Financial Group's MDLZ Position: Q3 2022 in Review

Baron Financial Group sold out of Mondelez International (MDLZ) in Q3 2022, closing a stake of 841 shares — an estimated $52.2K sold.

Baron Financial Group first reported a position in MDLZ in Q3 2020 and held it in 8 quarters. The position peaked at $55.8K in Q4 2021. 1,733 funds tracked by Wall St. Rank hold MDLZ as of Q3 2022.

  • Baron Financial Group reported no remaining Mondelez International position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 841 Mondelez International shares in Q3 2022, an estimated $52.2K.
  • Baron Financial Group first reported a position in Mondelez International in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Mondelez International position peaked at $55.8K in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Mondelez International as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.