Lenox Wealth Management’s Mondelez International MDLZ Stock Holding History

Lenox 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
2020 Q2	$0	Sell	18 -2	-10%	-$103	﹤0.01%	767
2020 Q1	$1K	Buy	+20	New	+$1.08K	﹤0.01%	666
2019 Q4	–	Sell	-50	Closed	-$2K	–	730
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	629
2019 Q2	$2K	Sell	50 -800	-94%	-$41.5K	﹤0.01%	600
2019 Q1	$42K	Buy	850 +758	+824%	+$34.8K	0.01%	255
2018 Q4	$4K	Buy	+92	New	+$3.92K	﹤0.01%	495

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Management's MDLZ Position: Q2 2020 in Review

Lenox Wealth Management reduced its Mondelez International (MDLZ) stake by 10% in Q2 2020, selling an estimated $103 and leaving 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Lenox Wealth Management first reported a position in MDLZ in Q4 2018 and has held it in 6 quarters since. The position peaked at $42K in Q1 2019. 1,552 funds tracked by Wall St. Rank hold MDLZ as of Q2 2020.

Lenox Wealth Management held 18 shares of Mondelez International worth $0 as of Q2 2020.
Lenox Wealth Management sold 2 Mondelez International shares in Q2 2020, an estimated $103.
Mondelez International made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #767 holding.
Lenox Wealth Management first reported a position in Mondelez International in Q4 2018 and has held it in 6 quarters since.
Lenox Wealth Management's Mondelez International position peaked at $42K in Q1 2019.
1,552 funds tracked by Wall St. Rank held Mondelez International as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.