Ergoteles’s Mondelez International MDLZ Stock Holding History

Ergoteles’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 Q1	–	Sell	-3,069	Closed	-$205K	–	1556
2022 Q4	$205K	Sell	3,069 -8,628	-74%	-$546K	0.01%	1065
2022 Q3	$641K	Buy	+11,697	New	+$727K	0.02%	664
2021 Q2	–	Sell	-236,240	Closed	-$13.8M	–	1612
2021 Q1	$13.8M	Buy	+236,240	New	+$13.3M	0.43%	66

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ergoteles's MDLZ Position: Q1 2023 in Review

Ergoteles sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 3,069 shares — an estimated $205K sold.

Ergoteles first reported a position in MDLZ in Q1 2021 and held it in 3 quarters. The position peaked at $13.8M in Q1 2021. 1,879 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

Ergoteles reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 3,069 Mondelez International shares in Q1 2023, an estimated $205K.
Ergoteles first reported a position in Mondelez International in Q1 2021 and held it in 3 quarters.
Ergoteles's Mondelez International position peaked at $13.8M in Q1 2021.
1,879 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.