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HS
Horan Securities’s
Mondelez International
MDLZ
Stock Holding History
Horan Securities’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
Q3
–
Sell
-787
Closed
-$57.4K
–
427
2023
Q2
$57.4K
Sell
787
-42
-5%
-$3.1K
0.02%
222
2023
Q1
$57.8K
Sell
829
-26
-3%
-$1.72K
0.03%
200
2022
Q4
$57K
Buy
855
+139
+19%
+$8.79K
0.03%
193
2022
Q3
$39K
Sell
716
-145
-17%
-$9.01K
0.02%
205
2022
Q2
$52K
Buy
861
+145
+20%
+$9.16K
0.03%
168
2022
Q1
$45K
Hold
716
–
–
0.03%
181
2021
Q4
$47K
Buy
+716
New
+$44.2K
0.03%
176
2021
Q2
$49K
Sell
777
-883
-53%
-$54.4K
0.04%
163
2021
Q1
$97K
Buy
1,660
+700
+73%
+$39.5K
0.08%
91
2020
Q4
$56K
Buy
960
+252
+36%
+$14.4K
0.05%
116
2020
Q3
$41K
Buy
708
+4
+0.6%
+$223
0.04%
116
2020
Q2
$36K
Buy
704
+4
+0.6%
+$205
0.04%
89
2020
Q1
$35K
Buy
+700
New
+$37.9K
0.05%
82
2019
Q4
–
Sell
-693
Closed
-$38K
–
151
2019
Q3
$38K
Buy
693
+3
+0.4%
+$164
0.04%
85
2019
Q2
$37K
Buy
+690
New
+$35.8K
0.04%
84
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$6.9T AUM
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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