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Jupiter Asset Management’s Mondelez International MDLZ Stock Holding History

Jupiter Asset 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
Q3 		– Sell
-3,315
Closed -$217K – 461
2024
Q2 		$217K Sell
3,315
-921,909
-100% -$63.3M ﹤0.01% 377
2024
Q1 		$64.8M Buy
925,224
+658,321
+247% +$48.1M 0.62% 38
2023
Q4 		$19.3M Buy
266,903
+213,173
+397% +$14.6M 0.19% 156
2023
Q3 		$3.73M Buy
+53,730
New +$3.87M 0.04% 272
2021
Q2 		– Sell
-313,740
Closed -$18.4M – 640
2021
Q1 		$18.4M Buy
313,740
+222,440
+244% +$12.6M 0.18% 151
2020
Q4 		$5.33M Sell
91,300
-1,110,117
-92% -$63.4M 0.05% 303
2020
Q3 		$69M Buy
+1,201,417
New +$66.9M 0.73% 25

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Asset Management's MDLZ Position: Q3 2024 in Review

Jupiter Asset Management sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 3,315 shares — an estimated $217K sold.

Jupiter Asset Management first reported a position in MDLZ in Q3 2020 and held it in 7 quarters. The position peaked at $69M in Q3 2020. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Jupiter Asset Management reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 3,315 Mondelez International shares in Q3 2024, an estimated $217K.
  • Jupiter Asset Management first reported a position in Mondelez International in Q3 2020 and held it in 7 quarters.
  • Jupiter Asset Management's Mondelez International position peaked at $69M in Q3 2020.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.