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Lee Financial’s Mondelez International MDLZ Stock Holding History

Lee 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
Q1 		– Sell
-303
Closed -$22.1K – 554
2023
Q4 		$22.1K Hold
303
– – ﹤0.01% 312
2023
Q3 		$21.2K Hold
303
– – ﹤0.01% 296
2023
Q2 		$22.2K Hold
303
– – ﹤0.01% 289
2023
Q1 		$21.2K Sell
303
-12
-4% -$795 ﹤0.01% 301
2022
Q4 		$21K Hold
315
– – ﹤0.01% 336
2022
Q3 		$18K Sell
315
-9
-3% -$559 ﹤0.01% 346
2022
Q2 		$21K Buy
324
+21
+7% +$1.33K ﹤0.01% 330
2022
Q1 		$19K Hold
303
– – ﹤0.01% 348
2021
Q4 		$20K Hold
303
– – ﹤0.01% 372
2021
Q3 		$18K Hold
303
– – ﹤0.01% 345
2021
Q2 		$19K Hold
303
– – ﹤0.01% 330
2021
Q1 		$18K Buy
303
+138
+84% +$7.79K ﹤0.01% 318
2020
Q4 		$10K Sell
165
-131
-44% -$7.49K ﹤0.01% 377
2020
Q3 		$17K Hold
296
– – ﹤0.01% 328
2020
Q2 		$15K Hold
296
– – ﹤0.01% 310
2020
Q1 		$15K Sell
296
-292
-50% -$15.8K 0.01% 251
2019
Q4 		$32K Hold
588
– – 0.01% 221
2019
Q3 		$33K Buy
588
+165
+39% +$9.03K 0.01% 215
2019
Q2 		$23K Hold
423
– – 0.01% 251
2019
Q1 		$21K Buy
+423
New +$19.4K ﹤0.01% 253
2018
Q3 		– Sell
-592
Closed -$25.3K – 604
2018
Q2 		$24K Buy
592
+179
+43% +$7.19K 0.01% 324
2018
Q1 		$17K Buy
+413
New +$17.9K ﹤0.01% 378
2017
Q1 		– Sell
-262
Closed -$11.6K – 418
2016
Q4 		$12K Buy
+262
New +$11.3K 0.01% 265

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's MDLZ Position: Q1 2024 in Review

Lee Financial sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 303 shares — an estimated $22.1K sold.

Lee Financial first reported a position in MDLZ in Q4 2016 and held it in 23 quarters. The position peaked at $33K in Q3 2019. 1,994 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • Lee Financial reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 303 Mondelez International shares in Q1 2024, an estimated $22.1K.
  • Lee Financial first reported a position in Mondelez International in Q4 2016 and held it in 23 quarters.
  • Lee Financial's Mondelez International position peaked at $33K in Q3 2019.
  • 1,994 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.