JSF Financial’s Mondelez International MDLZ Stock Holding History

JSF 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 Q4	–	Sell	-2,723	Closed	-$201K	–	128
2024 Q3	$201K	Buy	+2,723	New	+$191K	0.06%	112
2024 Q2	–	Sell	-12,296	Closed	-$861K	–	114
2024 Q1	$861K	Buy	12,296 +8,936	+266%	+$652K	0.27%	45
2023 Q4	$243K	Buy	3,360 +31	+0.9%	+$2.12K	0.08%	95
2023 Q3	$231K	Sell	3,329 -271	-8%	-$19.5K	0.09%	94
2023 Q2	$263K	Sell	3,600 -616	-15%	-$45.5K	0.09%	88
2023 Q1	$294K	Buy	+4,216	New	+$279K	0.11%	93

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSF Financial's MDLZ Position: Q4 2024 in Review

JSF Financial sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,723 shares — an estimated $201K sold.

JSF Financial first reported a position in MDLZ in Q1 2023 and held it in 6 quarters. The position peaked at $861K in Q1 2024. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

JSF Financial reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
JSF Financial sold 2,723 Mondelez International shares in Q4 2024, an estimated $201K.
JSF Financial first reported a position in Mondelez International in Q1 2023 and held it in 6 quarters.
JSF Financial's Mondelez International position peaked at $861K in Q1 2024.
1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on JSF Financial's 13F filing for Q4 2024, filed 29 Jan 2025.