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Ethos Financial Group’s Mondelez International MDLZ Stock Holding History

Ethos Financial 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
Q3 		– Sell
-3,321
Closed -$232K – 190
2023
Q2 		$232K Hold
3,321
– – 0.08% 122
2023
Q1 		$232K Buy
+3,321
New +$220K 0.07% 149

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's MDLZ Position: Q3 2023 in Review

Ethos Financial Group sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 3,321 shares — an estimated $232K sold.

Ethos Financial Group first reported a position in MDLZ in Q1 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 1,911 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Ethos Financial Group reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Ethos Financial Group sold 3,321 Mondelez International shares in Q3 2023, an estimated $232K.
  • Ethos Financial Group first reported a position in Mondelez International in Q1 2023 and held it in 2 quarters.
  • Ethos Financial Group's Mondelez International position peaked at $232K in Q2 2023.
  • 1,911 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.