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Joseph P. Lucia & Associates’s Mondelez International MDLZ Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-92
Closed -$5K – 377
2021
Q3 		$5K Hold
92
– – ﹤0.01% 437
2021
Q2 		$6K Hold
92
– – ﹤0.01% 431
2021
Q1 		$5K Buy
92
+42
+84% +$2.37K ﹤0.01% 426
2020
Q4 		$3K Buy
+50
New +$2.86K ﹤0.01% 427
2020
Q3 		– Sell
-81
Closed -$4K – 304
2020
Q2 		$4K Buy
+81
New +$4.16K ﹤0.01% 388

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joseph P. Lucia & Associates's MDLZ Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 92 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in MDLZ in Q2 2020 and held it in 5 quarters. The position peaked at $6K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 92 Mondelez International shares in Q4 2021, an estimated $5K.
  • Joseph P. Lucia & Associates first reported a position in Mondelez International in Q2 2020 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Mondelez International position peaked at $6K in Q2 2021.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.