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Disciplined Investments’s Mondelez International MDLZ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-68
Closed -$4.96K – 958
2023
Q2 		$4.96K Buy
68
+1
+1% +$74 ﹤0.01% 422
2023
Q1 		$4.67K Sell
67
-11
-14% -$729 ﹤0.01% 450
2022
Q4 		$5.2K Buy
78
+6
+8% +$379 ﹤0.01% 394
2022
Q3 		$4K Buy
72
+2
+3% +$124 ﹤0.01% 465
2022
Q2 		$4K Buy
70
+10
+17% +$632 ﹤0.01% 489
2022
Q1 		$4K Buy
+60
New +$3.9K ﹤0.01% 507
2020
Q2 		– Sell
-221
Closed -$11K – 429
2020
Q1 		$11K Buy
+221
New +$12K 0.01% 267

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's MDLZ Position: Q3 2023 in Review

Disciplined Investments sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 68 shares — an estimated $4.96K sold.

Disciplined Investments first reported a position in MDLZ in Q1 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2020. 1,910 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Disciplined Investments reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 68 Mondelez International shares in Q3 2023, an estimated $4.96K.
  • Disciplined Investments first reported a position in Mondelez International in Q1 2020 and held it in 7 quarters.
  • Disciplined Investments's Mondelez International position peaked at $11K in Q1 2020.
  • 1,910 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.