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Curated Wealth Partners’s Mondelez International MDLZ Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-12,211
Closed -$811K – 150
2022
Q1 		$811K Hold
12,211
– – 0.27% 42
2021
Q4 		$811K Buy
12,211
+214
+2% +$13.2K 0.26% 44
2021
Q3 		$698K Sell
11,997
-219
-2% -$13.6K 0.39% 47
2021
Q2 		$763K Buy
12,216
+1,692
+16% +$104K 0.42% 42
2021
Q1 		$616K Buy
10,524
+1,966
+23% +$111K 0.38% 50
2020
Q4 		$500K Buy
+8,558
New +$489K 0.32% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Curated Wealth Partners's MDLZ Position: Q2 2022 in Review

Curated Wealth Partners sold out of Mondelez International (MDLZ) in Q2 2022, closing a stake of 12,211 shares — an estimated $811K sold.

Curated Wealth Partners first reported a position in MDLZ in Q4 2020 and held it in 6 quarters. The position peaked at $811K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • Curated Wealth Partners reported no remaining Mondelez International position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 12,211 Mondelez International shares in Q2 2022, an estimated $811K.
  • Curated Wealth Partners first reported a position in Mondelez International in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's Mondelez International position peaked at $811K in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.