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Life Planning Partners’s Mondelez International MDLZ Stock Holding History

Life Planning Partners’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
-25
Closed -$1.81K – 161
2023
Q4 		$1.81K Buy
+25
New +$1.71K ﹤0.01% 210

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Planning Partners's MDLZ Position: Q1 2024 in Review

Life Planning Partners sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 25 shares — an estimated $1.81K sold.

Life Planning Partners first reported a position in MDLZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.81K in Q4 2023. 1,990 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • Life Planning Partners reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 25 Mondelez International shares in Q1 2024, an estimated $1.81K.
  • Life Planning Partners first reported a position in Mondelez International in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Mondelez International position peaked at $1.81K in Q4 2023.
  • 1,990 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.