Legacy Wealth Management (Mississippi)’s Mondelez International MDLZ Stock Holding History

Legacy Wealth Management (Mississippi)’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	–	Sell	-20,882	Closed	-$1.31M	–	91
2022 Q1	$1.31M	Buy	20,882 +52	+0.2%	+$3.38K	0.68%	46
2021 Q4	$1.38M	Buy	20,830 +38	+0.2%	+$2.35K	0.71%	42
2021 Q3	$1.21M	Hold	20,792	–	–	0.65%	46
2021 Q2	$1.3M	Hold	20,792	–	–	0.72%	42
2021 Q1	$1.22M	Sell	20,792 -304	-1%	-$17.2K	0.74%	41
2020 Q4	$1.23M	Buy	21,096 +355	+2%	+$20.3K	0.78%	41
2020 Q3	$1.19M	Buy	20,741 +361	+2%	+$20.1K	0.82%	41
2020 Q2	$1.04M	Buy	20,380 +1,350	+7%	+$69.3K	0.8%	43
2020 Q1	$953K	Buy	+19,030	New	+$1.03M	0.89%	36

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MDLZ Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Mondelez International (MDLZ) in Q2 2022, closing a stake of 20,882 shares — an estimated $1.31M sold.

Legacy Wealth Management (Mississippi) first reported a position in MDLZ in Q1 2020 and held it in 9 quarters. The position peaked at $1.38M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

Legacy Wealth Management (Mississippi) reported no remaining Mondelez International position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 20,882 Mondelez International shares in Q2 2022, an estimated $1.31M.
Legacy Wealth Management (Mississippi) first reported a position in Mondelez International in Q1 2020 and held it in 9 quarters.
Legacy Wealth Management (Mississippi)'s Mondelez International position peaked at $1.38M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.