HWM
MDLZ icon

HighMark Wealth Management’s Mondelez International MDLZ Stock Holding History

HighMark 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
2022
Q1 		– Sell
-103
Closed -$7K – 529
2021
Q4 		$7K Hold
103
– – ﹤0.01% 315
2021
Q3 		$6K Sell
103
-7
-6% -$435 ﹤0.01% 325
2021
Q2 		$7K Sell
110
-30
-21% -$1.85K 0.01% 312
2021
Q1 		$8K Sell
140
-39
-22% -$2.2K 0.01% 274
2020
Q4 		$10K Sell
179
-12
-6% -$686 0.01% 233
2020
Q3 		$12K Sell
191
-20
-9% -$1.11K 0.01% 202
2020
Q2 		$11K Sell
211
-50
-19% -$2.57K 0.01% 184
2020
Q1 		$13K Sell
261
-47
-15% -$2.55K 0.02% 138
2019
Q4 		$16K Buy
+308
New +$16.5K 0.02% 152

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 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