Financial Gravity Asset Management’s Mondelez International MDLZ Stock Holding History

Financial Gravity Asset 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 Q2	$654	Buy	10 +5	+100%	+$343	﹤0.01%	884
2024 Q1	$371	Buy	5 +1	+25%	+$73	﹤0.01%	871
2023 Q4	$374	Buy	+4	New	+$274	﹤0.01%	931
2019 Q4	$55K	Sell	48 -4	-8%	-$214	0.04%	589
2019 Q3	$3K	Buy	+52	New	+$2.85K	﹤0.01%	820
2019 Q2	–	Sell	-95	Closed	-$4.93K	–	1498
2019 Q1	$5K	Buy	+95	New	+$4.36K	﹤0.01%	693
2018 Q3	$1K	Buy	21 +9	+75%	+$384	﹤0.01%	1182
2018 Q2	$1K	Buy	12 +6	+100%	+$241	﹤0.01%	1207
2018 Q1	$0	Buy	+6	New	+$261	﹤0.01%	1458

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 $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's MDLZ Position: Q2 2024 in Review

Financial Gravity Asset Management increased its Mondelez International (MDLZ) stake by 100% in Q2 2024, buying an estimated $343 and bringing the position to 10 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Financial Gravity Asset Management first reported a position in MDLZ in Q1 2018 and has held it in 9 quarters since. The position peaked at $55K in Q4 2019. 1,966 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Financial Gravity Asset Management held 10 shares of Mondelez International worth $654 as of Q2 2024.
Financial Gravity Asset Management bought 5 Mondelez International shares in Q2 2024, an estimated $343.
Mondelez International made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #884 holding.
Financial Gravity Asset Management first reported a position in Mondelez International in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Mondelez International position peaked at $55K in Q4 2019.
1,966 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.