Essex Investment Management’s Mondelez International MDLZ Stock Holding History

Essex Investment 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
2024 Q4	–	Sell	-27	Closed	-$1.99K	–	314
2024 Q3	$1.99K	Hold	27	–	–	﹤0.01%	299
2024 Q2	$1.77K	Hold	27	–	–	﹤0.01%	301
2024 Q1	$1.89K	Hold	27	–	–	﹤0.01%	302
2023 Q4	$1.96K	Hold	27	–	–	﹤0.01%	312
2023 Q3	$1.87K	Hold	27	–	–	﹤0.01%	354
2023 Q2	$1.97K	Hold	27	–	–	﹤0.01%	368
2023 Q1	$1.88K	Sell	27 -100	-79%	-$6.62K	﹤0.01%	383
2022 Q4	$8K	Hold	127	–	–	﹤0.01%	375
2022 Q3	$7K	Hold	127	–	–	﹤0.01%	382
2022 Q2	$8K	Hold	127	–	–	﹤0.01%	395
2022 Q1	$8K	Hold	127	–	–	﹤0.01%	376
2021 Q4	$8K	Hold	127	–	–	﹤0.01%	388
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	403
2021 Q2	$8K	Hold	127	–	–	﹤0.01%	401
2021 Q1	$7K	Hold	127	–	–	﹤0.01%	430
2020 Q4	$7K	Hold	127	–	–	﹤0.01%	448
2020 Q3	$7K	Hold	127	–	–	﹤0.01%	448
2020 Q2	$6K	Hold	127	–	–	﹤0.01%	404
2020 Q1	$6K	Hold	127	–	–	﹤0.01%	373
2019 Q4	$7K	Hold	127	–	–	﹤0.01%	453
2019 Q3	$7K	Hold	127	–	–	﹤0.01%	446
2019 Q2	$7K	Hold	127	–	–	﹤0.01%	455
2019 Q1	$6K	Hold	127	–	–	﹤0.01%	459
2018 Q4	$5K	Buy	+127	New	+$5.41K	﹤0.01%	455

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essex Investment Management's MDLZ Position: Q4 2024 in Review

Essex Investment Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 27 shares — an estimated $1.99K sold.

Essex Investment Management first reported a position in MDLZ in Q4 2018 and held it in 24 quarters. The position peaked at $8K in Q4 2022. 1,994 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Essex Investment Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Essex Investment Management sold 27 Mondelez International shares in Q4 2024, an estimated $1.99K.
Essex Investment Management first reported a position in Mondelez International in Q4 2018 and held it in 24 quarters.
Essex Investment Management's Mondelez International position peaked at $8K in Q4 2022.
1,994 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Essex Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.