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Catalyst Private Wealth’s Mondelez International MDLZ Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-275
Closed -$16K – 186
2020
Q3 		$16K Buy
+275
New +$15.3K 0.02% 185

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catalyst Private Wealth's MDLZ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Mondelez International (MDLZ) in Q4 2020, closing a stake of 275 shares — an estimated $16K sold.

Catalyst Private Wealth first reported a position in MDLZ in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 1,669 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Mondelez International position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 275 Mondelez International shares in Q4 2020, an estimated $16K.
  • Catalyst Private Wealth first reported a position in Mondelez International in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Mondelez International position peaked at $16K in Q3 2020.
  • 1,669 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.