LifePlan Financial Group’s Mondelez International MDLZ Stock Holding History

LifePlan Financial Group’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 Q3	$9K	Hold	160	–	–	﹤0.01%	417
2020 Q2	$8K	Hold	160	–	–	﹤0.01%	429
2020 Q1	$8K	Hold	160	–	–	﹤0.01%	412
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	425
2019 Q3	$9K	Hold	160	–	–	﹤0.01%	420
2019 Q2	$9K	Hold	160	–	–	﹤0.01%	411
2019 Q1	$8K	Hold	160	–	–	﹤0.01%	422
2018 Q4	$6K	Hold	160	–	–	﹤0.01%	429
2018 Q3	$7K	Hold	160	–	–	﹤0.01%	416
2018 Q2	$7K	Buy	+160	New	+$6.43K	﹤0.01%	404
2014 Q2	–	Sell	-76	Closed	-$3K	–	151
2014 Q1	$3K	Hold	76	–	–	﹤0.01%	222
2013 Q4	$3K	Hold	76	–	–	﹤0.01%	210
2013 Q3	$2K	Hold	76	–	–	﹤0.01%	197
2013 Q2	$2K	Buy	+76	New	+$2.31K	﹤0.01%	172

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's MDLZ Position: Q3 2020 in Review

LifePlan Financial Group held its Mondelez International (MDLZ) position steady in Q3 2020 at 160 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

LifePlan Financial Group first reported a position in MDLZ in Q2 2013 and has held it in 14 quarters since. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

LifePlan Financial Group held 160 shares of Mondelez International worth $9K as of Q3 2020.
LifePlan Financial Group left its Mondelez International share count unchanged in Q3 2020.
Mondelez International made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #417 holding.
LifePlan Financial Group first reported a position in Mondelez International in Q2 2013 and has held it in 14 quarters since.
1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.