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Elmwood Wealth Management’s Mondelez International MDLZ Stock Holding History

Elmwood 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
-522
Closed -$35K – 229
2021
Q4 		$35K Buy
+522
New +$32.2K 0.02% 213
2021
Q2 		$2K Hold
38
– – ﹤0.01% 308
2021
Q1 		$2K Buy
+38
New +$2.15K ﹤0.01% 300
2020
Q3 		$3K Hold
56
– – ﹤0.01% 227
2020
Q2 		$3K Buy
+56
New +$2.88K ﹤0.01% 227

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Mondelez International (MDLZ) in Q1 2022, closing a stake of 522 shares — an estimated $35K sold.

Elmwood Wealth Management first reported a position in MDLZ in Q2 2020 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold MDLZ as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Mondelez International position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 522 Mondelez International shares in Q1 2022, an estimated $35K.
  • Elmwood Wealth Management first reported a position in Mondelez International in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Mondelez International position peaked at $35K in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Mondelez International as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.