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Lakewood Asset Management’s Mondelez International MDLZ Stock Holding History

Lakewood 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
2023
Q1 		– Sell
-2,131
Closed -$142K – 215
2022
Q4 		$142K Buy
+2,131
New +$135K 0.11% 129

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lakewood Asset Management's MDLZ Position: Q1 2023 in Review

Lakewood Asset Management sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 2,131 shares — an estimated $142K sold.

Lakewood Asset Management first reported a position in MDLZ in Q4 2022 and held it in 1 quarter. The position peaked at $142K in Q4 2022. 1,879 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • Lakewood Asset Management reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 2,131 Mondelez International shares in Q1 2023, an estimated $142K.
  • Lakewood Asset Management first reported a position in Mondelez International in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Mondelez International position peaked at $142K in Q4 2022.
  • 1,879 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.