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Evolution Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-205
Closed -$12K – 436
2021
Q3 		$12K Hold
205
– – ﹤0.01% 380
2021
Q2 		$13K Sell
205
-139
-40% -$8.56K ﹤0.01% 367
2021
Q1 		$20K Buy
344
+139
+68% +$7.85K ﹤0.01% 296
2020
Q4 		$12K Sell
205
-1,726
-89% -$98.6K ﹤0.01% 328
2020
Q3 		$111K Buy
1,931
+1,580
+450% +$88K 0.03% 137
2020
Q2 		$18K Buy
351
+59
+20% +$3.03K 0.01% 216
2020
Q1 		$15K Buy
292
+85
+41% +$4.6K 0.01% 177
2019
Q4 		$11K Sell
207
-244
-54% -$13.1K ﹤0.01% 286
2019
Q3 		$25K Buy
451
+246
+120% +$13.5K 0.01% 76
2019
Q2 		$11K Buy
+205
New +$10.6K ﹤0.01% 167
2019
Q1 		– Sell
-1,275
Closed -$51K – 133
2018
Q4 		$51K Buy
+1,275
New +$54.4K 0.02% 95

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 $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's MDLZ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 205 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in MDLZ in Q4 2018 and held it in 11 quarters. The position peaked at $111K in Q3 2020. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 205 Mondelez International shares in Q4 2021, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in Mondelez International in Q4 2018 and held it in 11 quarters.
  • Evolution Wealth Advisors's Mondelez International position peaked at $111K in Q3 2020.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.