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Hohimer Wealth Management’s Mondelez International MDLZ Stock Holding History

Hohimer 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
2024
Q2 		– Sell
-15,774
Closed -$1.1M – 245
2024
Q1 		$1.1M Buy
15,774
+835
+6% +$61K 0.26% 105
2023
Q4 		$1.08M Buy
14,939
+226
+2% +$15.5K 0.27% 107
2023
Q3 		$1.02M Buy
14,713
+185
+1% +$13.3K 0.29% 93
2023
Q2 		$1.06M Sell
14,528
-501
-3% -$37K 0.29% 87
2023
Q1 		$1.05M Buy
15,029
+252
+2% +$16.7K 0.3% 83
2022
Q4 		$985K Sell
14,777
-516
-3% -$32.6K 0.31% 70
2022
Q3 		$839K Sell
15,293
-13
-0.1% -$807 0.27% 99
2022
Q2 		$950K Sell
15,306
-1,273
-8% -$80.4K 0.28% 93
2022
Q1 		$1.04M Buy
16,579
+391
+2% +$25.4K 0.21% 123
2021
Q4 		$1.07M Buy
16,188
+710
+5% +$43.8K 0.23% 117
2021
Q3 		$901K Buy
15,478
+59
+0.4% +$3.67K 0.19% 125
2021
Q2 		$963K Buy
15,419
+1,203
+8% +$74.1K 0.2% 123
2021
Q1 		$832K Sell
14,216
-8,294
-37% -$468K 0.2% 120
2020
Q4 		$1.32M Buy
22,510
+102
+0.5% +$5.83K 0.35% 93
2020
Q3 		$1.28M Buy
22,408
+350
+2% +$19.5K 0.37% 92
2020
Q2 		$1.13M Buy
22,058
+1,748
+9% +$89.8K 0.39% 92
2020
Q1 		$1.05M Sell
20,310
-331
-2% -$17.9K 0.44% 96
2019
Q4 		$1.14M Buy
+20,641
New +$1.1M 0.4% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hohimer Wealth Management's MDLZ Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 15,774 shares — an estimated $1.1M sold.

Hohimer Wealth Management first reported a position in MDLZ in Q4 2019 and held it in 18 quarters. The position peaked at $1.32M in Q4 2020. 1,966 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Hohimer Wealth Management reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 15,774 Mondelez International shares in Q2 2024, an estimated $1.1M.
  • Hohimer Wealth Management first reported a position in Mondelez International in Q4 2019 and held it in 18 quarters.
  • Hohimer Wealth Management's Mondelez International position peaked at $1.32M in Q4 2020.
  • 1,966 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.