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Liberty Wealth Management’s Mondelez International MDLZ Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,828
Closed -$106K – 725
2021
Q3 		$106K Buy
1,828
+7
+0.4% +$435 0.04% 278
2021
Q2 		$114K Sell
1,821
-131
-7% -$8.07K 0.04% 199
2021
Q1 		$107K Hold
1,952
– – 0.05% 173
2020
Q4 		$107K Buy
1,952
+424
+28% +$24.2K 0.05% 171
2020
Q3 		$88K Buy
1,528
+4
+0.3% +$223 0.05% 173
2020
Q2 		$78K Buy
1,524
+43
+3% +$2.21K 0.05% 167
2020
Q1 		$74K Sell
1,481
-135
-8% -$7.31K 0.06% 171
2019
Q4 		$89K Buy
1,616
+431
+36% +$23.1K 0.07% 174
2019
Q3 		$66K Sell
1,185
-18
-1% -$985 0.06% 189
2019
Q2 		$65K Buy
1,203
+290
+32% +$15.1K 0.06% 212
2019
Q1 		$45K Buy
913
+2
+0.2% +$92 0.03% 210
2018
Q4 		$36K Buy
+911
New +$38.8K 0.03% 230

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's MDLZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 1,828 shares — an estimated $106K sold.

Liberty Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 12 quarters. The position peaked at $114K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,828 Mondelez International shares in Q4 2021, an estimated $106K.
  • Liberty Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Mondelez International position peaked at $114K in Q2 2021.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.