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MDLZ icon

Lake Point Wealth Management’s Mondelez International MDLZ Stock Holding History

Lake Point 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
2022
Q2 		$11K Hold
180
– – 0.01% 144
2022
Q1 		$11K Hold
180
– – 0.01% 151
2021
Q4 		$12K Hold
180
– – 0.01% 155
2021
Q3 		$10K Hold
180
– – ﹤0.01% 165
2021
Q2 		$11K Buy
+180
New +$11.1K 0.01% 164
2020
Q1 		$9K Hold
180
– – 0.01% 115
2019
Q4 		$10K Buy
+180
New +$9.63K ﹤0.01% 270
2019
Q1 		– Sell
-904
Closed -$36K – 790
2018
Q4 		$36K Buy
+904
New +$38.5K 0.01% 287

Other funds holding MDLZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return