Ironwood Financial’s Mondelez International MDLZ Stock Holding History

Ironwood Financial’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	-3,647	Closed	-$255K	–	152
2024 Q1	$255K	Buy	3,647 +140	+4%	+$10.2K	0.06%	138
2023 Q4	$254K	Buy	3,507 +108	+3%	+$7.4K	0.06%	135
2023 Q3	$236K	Hold	3,399	–	–	0.06%	129
2023 Q2	$248K	Hold	3,399	–	–	0.07%	131
2023 Q1	$237K	Hold	3,399	–	–	0.07%	133
2022 Q4	$227K	Buy	+3,399	New	+$215K	0.07%	130
2022 Q1	–	Sell	-3,093	Closed	-$205K	–	131
2021 Q4	$205K	Hold	3,093	–	–	0.06%	121
2021 Q3	$180K	Hold	3,093	–	–	0.05%	121
2021 Q2	$193K	Hold	3,093	–	–	0.06%	116
2021 Q1	$181K	Hold	3,093	–	–	0.06%	109
2020 Q4	$181K	Buy	+3,093	New	+$177K	0.07%	107
2020 Q1	–	Sell	-100	Closed	-$6K	–	380
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	303
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	308
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	317
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	310
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	314
2018 Q3	$4K	Buy	+100	New	+$4.27K	﹤0.01%	309

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Ironwood Financial's MDLZ Position: Q2 2024 in Review

Ironwood Financial sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 3,647 shares — an estimated $255K sold.

Ironwood Financial first reported a position in MDLZ in Q3 2018 and held it in 17 quarters. The position peaked at $255K in Q1 2024. 1,967 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Ironwood Financial reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
Ironwood Financial sold 3,647 Mondelez International shares in Q2 2024, an estimated $255K.
Ironwood Financial first reported a position in Mondelez International in Q3 2018 and held it in 17 quarters.
Ironwood Financial's Mondelez International position peaked at $255K in Q1 2024.
1,967 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Ironwood Financial's 13F filing for Q2 2024, filed 19 Jul 2024.