Curi Wealth Management’s Mondelez International MDLZ Stock Holding History

Curi 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
2023 Q1	–	Sell	-4,816	Closed	-$321K	–	180
2022 Q4	$321K	Buy	+4,816	New	+$305K	0.05%	137
2022 Q3	–	Sell	-1,654	Closed	-$103K	–	491
2022 Q2	$103K	Sell	1,654 -127,640	-99%	-$8.06M	0.02%	172
2022 Q1	$8.12M	Sell	129,294 -74,677	-37%	-$4.86M	1.41%	28
2021 Q4	$13.5M	Buy	+203,971	New	+$12.6M	2.33%	14
2021 Q1	–	Sell	-996	Closed	-$58K	–	324
2020 Q4	$58K	Buy	+996	New	+$56.9K	0.04%	148

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curi Wealth Management's MDLZ Position: Q1 2023 in Review

Curi Wealth Management sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 4,816 shares — an estimated $321K sold.

Curi Wealth Management first reported a position in MDLZ in Q4 2020 and held it in 5 quarters. The position peaked at $13.5M in Q4 2021. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

Curi Wealth Management reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 4,816 Mondelez International shares in Q1 2023, an estimated $321K.
Curi Wealth Management first reported a position in Mondelez International in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's Mondelez International position peaked at $13.5M in Q4 2021.
1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.