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Capital Directions Investment Advisors’s Mondelez International MDLZ Stock Holding History

Capital Directions Investment 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
Q4 		$26.7K Buy
+400
New +$25.3K 0.01% 161
2022
Q3 		– Sell
-400
Closed -$24.8K – 150
2022
Q2 		$25K Sell
400
-339
-46% -$21.4K 0.01% 165
2022
Q1 		$46K Buy
+739
New +$48.1K 0.01% 149
2021
Q4 		– Sell
-739
Closed -$43K – 150
2021
Q3 		$43K Buy
+739
New +$46K 0.01% 148
2020
Q2 		– Sell
-117
Closed -$6K – 229
2020
Q1 		$6K Hold
117
– – ﹤0.01% 215
2019
Q4 		$6K Hold
117
– – ﹤0.01% 229
2019
Q3 		$6K Buy
+117
New +$6.4K ﹤0.01% 223
2018
Q3 		– Sell
-4,429
Closed -$182K – 199
2018
Q2 		$182K Buy
+4,429
New +$178K 0.09% 38

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Directions Investment Advisors's MDLZ Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Mondelez International (MDLZ) in Q4 2022: 400 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MDLZ as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in MDLZ in Q2 2018 and has held it in 8 quarters since. The position peaked at $182K in Q2 2018. 1,832 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • Capital Directions Investment Advisors held 400 shares of Mondelez International worth $26.7K as of Q4 2022.
  • Mondelez International was a new Capital Directions Investment Advisors position in Q4 2022.
  • Mondelez International made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #161 holding.
  • Capital Directions Investment Advisors first reported a position in Mondelez International in Q2 2018 and has held it in 8 quarters since.
  • Capital Directions Investment Advisors's Mondelez International position peaked at $182K in Q2 2018.
  • 1,832 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.