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Cypress Wealth Services’s Mondelez International MDLZ Stock Holding History

Cypress Wealth Services’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
-6,275
Closed -$361K – 421
2020
Q3 		$361K Buy
+6,275
New +$349K 0.09% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Cypress Wealth Services's MDLZ Position: Q2 2022 in Review

Cypress Wealth Services sold out of Mondelez International (MDLZ) in Q2 2022, closing a stake of 3,421 shares — an estimated $215K sold.

Cypress Wealth Services first reported a position in MDLZ in Q4 2017 and held it in 17 quarters. The position peaked at $2.29M in Q3 2019. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • Cypress Wealth Services reported no remaining Mondelez International position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 3,421 Mondelez International shares in Q2 2022, an estimated $215K.
  • Cypress Wealth Services first reported a position in Mondelez International in Q4 2017 and held it in 17 quarters.
  • Cypress Wealth Services's Mondelez International position peaked at $2.29M in Q3 2019.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

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