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Lenox Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Lenox Wealth Advisors’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
Q1 		$79K Buy
1,251
+29
+2% +$1.89K 0.01% 189
2021
Q4 		$81K Buy
1,222
+14
+1% +$864 0.01% 193
2021
Q3 		$70K Hold
1,208
– – 0.01% 193
2021
Q2 		$75K Buy
1,208
+753
+165% +$46.4K 0.01% 178
2021
Q1 		$27K Sell
455
-1,006
-69% -$56.8K ﹤0.01% 264
2020
Q4 		$85K Buy
1,461
+6
+0.4% +$343 0.01% 136
2020
Q3 		$84K Hold
1,455
– – 0.01% 122
2020
Q2 		$74K Sell
1,455
-23
-2% -$1.18K 0.01% 120
2020
Q1 		$74K Sell
1,478
-15
-1% -$813 0.01% 111
2019
Q4 		$82K Buy
1,493
+115
+8% +$6.15K 0.01% 131
2019
Q3 		$76K Buy
1,378
+378
+38% +$20.7K 0.01% 127
2019
Q2 		$54K Hold
1,000
– – 0.01% 141
2019
Q1 		$50K Hold
1,000
– – 0.01% 130
2018
Q4 		$40K Sell
1,000
-1,000
-50% -$42.6K 0.01% 137
2018
Q3 		$86K Buy
2,000
+1,992
+24,900% +$85K 0.02% 106
2018
Q2 		$0 Sell
8
-92
-92% -$3.7K ﹤0.01% 606
2018
Q1 		$4K Hold
100
– – ﹤0.01% 435
2017
Q4 		$4K Buy
100
+91
+1,011% +$3.82K ﹤0.01% 244
2017
Q3 		$0 Buy
+9
New +$382 ﹤0.01% 265
2014
Q4 		– Sell
-158
Closed -$5K – 337
2014
Q3 		$5K Sell
158
-66
-29% -$2.4K ﹤0.01% 234
2014
Q2 		$9K Buy
224
+66
+42% +$2.41K ﹤0.01% 146
2014
Q1 		$6K Sell
158
-81
-34% -$2.77K ﹤0.01% 158
2013
Q4 		$8K Buy
239
+81
+51% +$2.69K 0.01% 194
2013
Q3 		$5K Hold
158
– – ﹤0.01% 166
2013
Q2 		$5K Buy
+158
New +$4.81K 0.01% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.63B AUM 2.97% 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

Lenox Wealth Advisors's MDLZ Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Mondelez International (MDLZ) stake by 2.4% in Q1 2022, buying an estimated $1.89K and bringing the position to 1,251 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #189.

Lenox Wealth Advisors first reported a position in MDLZ in Q2 2013 and has held it in 25 quarters since. The position peaked at $86K in Q3 2018. 1,806 funds tracked by Wall St. Rank hold MDLZ as of Q1 2022.

  • Lenox Wealth Advisors held 1,251 shares of Mondelez International worth $79K as of Q1 2022.
  • Lenox Wealth Advisors bought 29 Mondelez International shares in Q1 2022, an estimated $1.89K.
  • Mondelez International made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #189 holding.
  • Lenox Wealth Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 25 quarters since.
  • Lenox Wealth Advisors's Mondelez International position peaked at $86K in Q3 2018.
  • 1,806 funds tracked by Wall St. Rank held Mondelez International as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.