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Goodwin Investment Advisory’s Mondelez International MDLZ Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-170
Closed -$11.3K – 163
2022
Q4 		$11.3K Hold
170
– – 0.01% 152
2022
Q3 		$9K Buy
+170
New +$10.6K 0.01% 157
2022
Q2 		– Sell
-177
Closed -$11K – 201
2022
Q1 		$11K Buy
+177
New +$11.5K 0.01% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goodwin Investment Advisory's MDLZ Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 170 shares — an estimated $11.3K sold.

Goodwin Investment Advisory first reported a position in MDLZ in Q1 2022 and held it in 3 quarters. The position peaked at $11.3K in Q4 2022. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 170 Mondelez International shares in Q1 2023, an estimated $11.3K.
  • Goodwin Investment Advisory first reported a position in Mondelez International in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Mondelez International position peaked at $11.3K in Q4 2022.
  • 1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.