Harvest Group Wealth Management’s Mondelez International MDLZ Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-3,265	Closed	-$191K	–	422
2020 Q4	$191K	Sell	3,265 -56	-2%	-$3.2K	0.11%	41
2020 Q3	$191K	Buy	3,321 +5	+0.2%	+$278	0.13%	38
2020 Q2	$169K	Sell	3,316 -96	-3%	-$4.93K	0.14%	40
2020 Q1	$170K	Buy	3,412 +6	+0.2%	+$325	0.17%	39
2019 Q4	$187K	Sell	3,406 -268	-7%	-$14.3K	0.16%	36
2019 Q3	$203K	Buy	3,674 +6	+0.2%	+$328	0.25%	26
2019 Q2	$197K	Buy	3,668 +6	+0.2%	+$312	0.25%	24
2019 Q1	$183K	Buy	+3,662	New	+$168K	0.17%	38

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

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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's MDLZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 3,265 shares — an estimated $191K sold.

Harvest Group Wealth Management first reported a position in MDLZ in Q1 2019 and held it in 8 quarters. The position peaked at $203K in Q3 2019. 1,642 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

Harvest Group Wealth Management reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 3,265 Mondelez International shares in Q1 2021, an estimated $191K.
Harvest Group Wealth Management first reported a position in Mondelez International in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Mondelez International position peaked at $203K in Q3 2019.
1,642 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.