Loveless Wealth Management’s Mondelez International MDLZ Stock Holding History

Loveless 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
2022 Q2	$1.41M	Sell	22,675 -165	-0.7%	-$10.4K	0.92%	37
2022 Q1	$1.43M	Buy	22,840 +200	+0.9%	+$13K	0.81%	43
2021 Q4	$1.5M	Buy	22,640 +170	+0.8%	+$10.5K	0.82%	43
2021 Q3	$1.31M	Sell	22,470 -35	-0.2%	-$2.18K	0.8%	48
2021 Q2	$1.41M	Buy	22,505 +340	+2%	+$20.9K	0.85%	43
2021 Q1	$1.3M	Buy	22,165 +865	+4%	+$48.8K	0.86%	41
2020 Q4	$1.25M	Sell	21,300 -237	-1%	-$13.5K	0.92%	37
2020 Q3	$1.24M	Buy	21,537 +1,550	+8%	+$86.3K	1.04%	36
2020 Q2	$1.02M	Buy	19,987 +3,160	+19%	+$162K	0.95%	38
2020 Q1	$843K	Buy	16,827 +90	+0.5%	+$4.88K	0.99%	38
2019 Q4	$908K	Buy	+16,737	New	+$895K	0.78%	49

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Loveless Wealth Management's MDLZ Position: Q2 2022 in Review

Loveless Wealth Management reduced its Mondelez International (MDLZ) stake by 0.72% in Q2 2022, selling an estimated $10.4K and leaving 22,675 shares worth $1.41M. The position accounts for 0.92% of the portfolio, ranked #37.

Loveless Wealth Management first reported a position in MDLZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

Loveless Wealth Management held 22,675 shares of Mondelez International worth $1.41M as of Q2 2022.
Loveless Wealth Management sold 165 Mondelez International shares in Q2 2022, an estimated $10.4K.
Mondelez International made up 0.92% of Loveless Wealth Management's portfolio in Q2 2022, its #37 holding.
Loveless Wealth Management first reported a position in Mondelez International in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Mondelez International position peaked at $1.5M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.