Edge Wealth Management’s Mondelez International MDLZ Stock Holding History

Edge 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
2022 Q1	–	Sell	-300	Closed	-$20K	–	301
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	257
2021 Q3	$17K	Hold	300	–	–	﹤0.01%	280
2021 Q2	$19K	Hold	300	–	–	﹤0.01%	280
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	275
2020 Q4	$17K	Hold	300	–	–	﹤0.01%	254
2020 Q3	$17K	Hold	300	–	–	﹤0.01%	277
2020 Q2	$15K	Hold	300	–	–	﹤0.01%	410
2020 Q1	$15K	Hold	300	–	–	﹤0.01%	348
2019 Q4	$17K	Hold	300	–	–	﹤0.01%	356
2019 Q3	$16K	Hold	300	–	–	﹤0.01%	351
2019 Q2	$16K	Buy	+300	New	+$15.6K	﹤0.01%	362
2018 Q4	–	Sell	-100	Closed	-$4K	–	600
2018 Q3	$4K	Sell	100 -57	-36%	-$2.43K	﹤0.01%	526
2018 Q2	$6K	Sell	157 -50	-24%	-$2.01K	﹤0.01%	472
2018 Q1	$9K	Hold	207	–	–	﹤0.01%	398
2017 Q4	$8K	Hold	207	–	–	﹤0.01%	401
2017 Q3	$8K	Hold	207	–	–	﹤0.01%	395
2017 Q2	$9K	Hold	207	–	–	﹤0.01%	379
2017 Q1	$9K	Hold	207	–	–	﹤0.01%	365
2016 Q4	$9K	Hold	207	–	–	﹤0.01%	350
2016 Q3	$9K	Hold	207	–	–	﹤0.01%	345
2016 Q2	$9K	Hold	207	–	–	﹤0.01%	326
2016 Q1	$8K	Hold	207	–	–	﹤0.01%	306
2015 Q4	$9K	Hold	207	–	–	﹤0.01%	303
2015 Q3	$9K	Hold	207	–	–	﹤0.01%	298
2015 Q2	$9K	Hold	207	–	–	﹤0.01%	307
2015 Q1	$7K	Hold	207	–	–	﹤0.01%	320
2014 Q4	$8K	Hold	207	–	–	﹤0.01%	315
2014 Q3	$7K	Buy	+207	New	+$7.54K	﹤0.01%	328

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

Edge Wealth Management's MDLZ Position: Q1 2022 in Review

Edge Wealth Management sold out of Mondelez International (MDLZ) in Q1 2022, closing a stake of 300 shares — an estimated $20K sold.

Edge Wealth Management first reported a position in MDLZ in Q3 2014 and held it in 28 quarters. The position peaked at $20K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold MDLZ as of Q1 2022.

Edge Wealth Management reported no remaining Mondelez International position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 300 Mondelez International shares in Q1 2022, an estimated $20K.
Edge Wealth Management first reported a position in Mondelez International in Q3 2014 and held it in 28 quarters.
Edge Wealth Management's Mondelez International position peaked at $20K in Q4 2021.
1,803 funds tracked by Wall St. Rank held Mondelez International as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.