BAWM
MDLZ icon

Bennett Associates Wealth Management’s Mondelez International MDLZ Stock Holding History

Bennett Associates 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
2024
Q3 		– Sell
-4,557
Closed -$298K – 49
2024
Q2 		$298K Buy
+4,557
New +$313K 0.27% 37

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

Bennett Associates Wealth Management's MDLZ Position: Q3 2024 in Review

Bennett Associates Wealth Management sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 4,557 shares — an estimated $298K sold.

Bennett Associates Wealth Management first reported a position in MDLZ in Q2 2024 and held it in 1 quarter. The position peaked at $298K in Q2 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Bennett Associates Wealth Management reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 4,557 Mondelez International shares in Q3 2024, an estimated $298K.
  • Bennett Associates Wealth Management first reported a position in Mondelez International in Q2 2024 and held it in 1 quarter.
  • Bennett Associates Wealth Management's Mondelez International position peaked at $298K in Q2 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.