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Janiczek Wealth Management’s Mondelez International MDLZ Stock Holding History

Janiczek 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 		$119K Sell
1,811
-90
-5% -$6.17K 0.03% 253
2024
Q1 		$134K Buy
1,901
+50
+3% +$3.65K 0.03% 241
2023
Q4 		$135K Buy
1,851
+57
+3% +$3.91K 0.03% 229
2023
Q3 		$125K Buy
1,794
+17
+1% +$1.23K 0.03% 213
2023
Q2 		$130K Buy
1,777
+123
+7% +$9.09K 0.04% 177
2023
Q1 		$115K Buy
1,654
+28
+2% +$1.85K 0.03% 194
2022
Q4 		$109K Hold
1,626
– – 0.03% 207
2022
Q3 		$91K Buy
1,626
+36
+2% +$2.24K 0.03% 216
2022
Q2 		$102K Buy
1,590
+420
+36% +$26.5K 0.03% 201
2022
Q1 		$73K Hold
1,170
– – 0.02% 251
2021
Q4 		$78K Hold
1,170
– – 0.02% 231
2021
Q3 		$68K Sell
1,170
-55
-4% -$3.42K 0.02% 234
2021
Q2 		$76K Hold
1,225
– – 0.03% 189
2021
Q1 		$72K Buy
1,225
+105
+9% +$5.93K 0.03% 181
2020
Q4 		$65K Buy
1,120
+35
+3% +$2K 0.03% 157
2020
Q3 		$62K Sell
1,085
-85
-7% -$4.73K 0.03% 90
2020
Q2 		$60K Buy
1,170
+132
+13% +$6.78K 0.03% 76
2020
Q1 		$52K Hold
1,038
– – 0.03% 64
2019
Q4 		$57K Hold
1,038
– – 0.03% 64
2019
Q3 		$57K Hold
1,038
– – 0.03% 63
2019
Q2 		$56K Hold
1,038
– – 0.03% 66
2019
Q1 		$52K Hold
1,038
– – 0.02% 75
2018
Q4 		$42K Hold
1,038
– – 0.02% 81
2018
Q3 		$45K Hold
1,038
– – 0.02% 67
2018
Q2 		$43K Buy
+1,038
New +$41.7K 0.02% 70
2017
Q1 		– Sell
-1,038
Closed -$46K – 43
2016
Q4 		$46K Buy
+1,038
New +$44.7K 0.02% 46

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

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

Janiczek Wealth Management reduced its Mondelez International (MDLZ) stake by 4.7% in Q2 2024, selling an estimated $6.17K and leaving 1,811 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #253.

Janiczek Wealth Management first reported a position in MDLZ in Q4 2016 and has held it in 26 quarters since. The position peaked at $135K in Q4 2023. 1,966 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Janiczek Wealth Management held 1,811 shares of Mondelez International worth $119K as of Q2 2024.
  • Janiczek Wealth Management sold 90 Mondelez International shares in Q2 2024, an estimated $6.17K.
  • Mondelez International made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #253 holding.
  • Janiczek Wealth Management first reported a position in Mondelez International in Q4 2016 and has held it in 26 quarters since.
  • Janiczek Wealth Management's Mondelez International position peaked at $135K in Q4 2023.
  • 1,966 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.