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Halpern Financial’s Mondelez International MDLZ Stock Holding History

Halpern Financial’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 		– Sell
-145
Closed -$9.86K – 235
2024
Q1 		$9.86K Sell
145
-200
-58% -$14.6K ﹤0.01% 161
2023
Q4 		$25.3K Sell
345
-121
-26% -$8.29K 0.01% 129
2023
Q3 		$32.3K Buy
466
+398
+585% +$28.7K 0.01% 101
2023
Q2 		$4.96K Buy
+68
New +$5.02K ﹤0.01% 218

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Halpern Financial's MDLZ Position: Q2 2024 in Review

Halpern Financial sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 145 shares — an estimated $9.86K sold.

Halpern Financial first reported a position in MDLZ in Q2 2023 and held it in 4 quarters. The position peaked at $32.3K in Q3 2023. 1,963 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Halpern Financial reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 145 Mondelez International shares in Q2 2024, an estimated $9.86K.
  • Halpern Financial first reported a position in Mondelez International in Q2 2023 and held it in 4 quarters.
  • Halpern Financial's Mondelez International position peaked at $32.3K in Q3 2023.
  • 1,963 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.