FFA
MDLZ icon

Founders Financial Alliance’s Mondelez International MDLZ Stock Holding History

Founders Financial Alliance’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
-4,148
Closed -$303K – 498
2023
Q2 		$303K Buy
4,148
+880
+27% +$65K 0.12% 188
2023
Q1 		$229K Sell
3,268
-353
-10% -$23.4K 0.11% 185
2022
Q4 		$241K Buy
+3,621
New +$229K 0.11% 193
2022
Q2 		– Sell
-3,789
Closed -$238K – 528
2022
Q1 		$238K Sell
3,789
-194
-5% -$12.6K 0.11% 184
2021
Q4 		$264K Sell
3,983
-121
-3% -$7.47K 0.11% 203
2021
Q3 		$240K Sell
4,104
-44
-1% -$2.74K 0.11% 189
2021
Q2 		$259K Buy
4,148
+248
+6% +$15.3K 0.12% 196
2021
Q1 		$237K Sell
3,900
-39
-1% -$2.2K 0.12% 196
2020
Q4 		$232K Buy
3,939
+180
+5% +$10.3K 0.13% 172
2020
Q3 		$217K Buy
+3,759
New +$209K 0.13% 145

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's MDLZ Position: Q3 2023 in Review

Founders Financial Alliance sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 4,148 shares — an estimated $303K sold.

Founders Financial Alliance first reported a position in MDLZ in Q3 2020 and held it in 10 quarters. The position peaked at $303K in Q2 2023. 1,910 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Founders Financial Alliance reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 4,148 Mondelez International shares in Q3 2023, an estimated $303K.
  • Founders Financial Alliance first reported a position in Mondelez International in Q3 2020 and held it in 10 quarters.
  • Founders Financial Alliance's Mondelez International position peaked at $303K in Q2 2023.
  • 1,910 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Founders Financial Alliance's 13F filing for Q3 2023, filed 13 Nov 2023.