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Edge Capital Group’s Mondelez International MDLZ Stock Holding History

Edge Capital Group’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
Q4 		– Sell
-3,169
Closed -$220K – 309
2023
Q3 		$220K Sell
3,169
-39
-1% -$2.81K 0.01% 267
2023
Q2 		$234K Buy
3,208
+2,204
+220% +$163K 0.01% 281
2023
Q1 		$70K Sell
1,004
-451
-31% -$29.9K ﹤0.01% 350
2022
Q4 		$97K Sell
1,455
-794
-35% -$50.2K 0.01% 330
2022
Q3 		$123K Buy
2,249
+695
+45% +$43.2K 0.01% 299
2022
Q2 		$96K Buy
+1,554
New +$98.2K 0.01% 307
2020
Q4 		– Sell
-5,400
Closed -$310K – 278
2020
Q3 		$310K Buy
+5,400
New +$301K 0.03% 191

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Edge Capital Group's MDLZ Position: Q4 2023 in Review

Edge Capital Group sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 3,169 shares — an estimated $220K sold.

Edge Capital Group first reported a position in MDLZ in Q3 2020 and held it in 7 quarters. The position peaked at $310K in Q3 2020. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Edge Capital Group reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • Edge Capital Group sold 3,169 Mondelez International shares in Q4 2023, an estimated $220K.
  • Edge Capital Group first reported a position in Mondelez International in Q3 2020 and held it in 7 quarters.
  • Edge Capital Group's Mondelez International position peaked at $310K in Q3 2020.
  • 1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Edge Capital Group's 13F filing for Q4 2023, filed 13 Feb 2024.