Hotaling Investment Management’s Mondelez International MDLZ Stock Holding History

Hotaling Investment 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 Q4	$1.57M	Sell	23,595 -11	-0%	-$696	0.71%	46
2022 Q3	$1.29M	Sell	23,606 -2,506	-10%	-$156K	0.62%	55
2022 Q2	$1.62M	Buy	26,112 +4,057	+18%	+$256K	0.7%	47
2022 Q1	$1.39M	Buy	22,055 +15,072	+216%	+$981K	0.53%	56
2021 Q4	$463K	Buy	6,983 +3,100	+80%	+$191K	0.16%	90
2021 Q3	$226K	Sell	3,883 -3,100	-44%	-$193K	0.09%	108
2021 Q2	$436K	Buy	6,983 +3,100	+80%	+$191K	0.18%	88
2021 Q1	$227K	Hold	3,883	–	–	0.1%	102
2020 Q4	$227K	Hold	3,883	–	–	0.11%	99
2020 Q3	$223K	Buy	+3,883	New	+$216K	0.12%	98

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotaling Investment Management's MDLZ Position: Q4 2022 in Review

Hotaling Investment Management reduced its Mondelez International (MDLZ) stake by 0.05% in Q4 2022, selling an estimated $696 and leaving 23,595 shares worth $1.57M. The position accounts for 0.71% of the portfolio, ranked #46.

Hotaling Investment Management first reported a position in MDLZ in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2022. 1,831 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Hotaling Investment Management held 23,595 shares of Mondelez International worth $1.57M as of Q4 2022.
Hotaling Investment Management sold 11 Mondelez International shares in Q4 2022, an estimated $696.
Mondelez International made up 0.71% of Hotaling Investment Management's portfolio in Q4 2022, its #46 holding.
Hotaling Investment Management first reported a position in Mondelez International in Q3 2020 and has held it in 10 quarters since.
Hotaling Investment Management's Mondelez International position peaked at $1.62M in Q2 2022.
1,831 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.