Lucia Wealth Services’s Mondelez International MDLZ Stock Holding History

Lucia Wealth Services’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	$120K	Buy	+2,094	New	+$117K	0.03%	142
2020 Q1	–	Sell	-137,861	Closed	-$7.59M	–	202
2019 Q4	$7.59M	Buy	137,861 +4,051	+3%	+$217K	2.33%	13
2019 Q3	$7.4M	Buy	133,810 +5,657	+4%	+$310K	2.46%	13
2019 Q2	$6.91M	Sell	128,153 -2,779	-2%	-$144K	2.38%	13
2019 Q1	$6.54M	Buy	130,932 +36,109	+38%	+$1.66M	2.24%	13
2018 Q4	$3.8M	Sell	94,823 -22,386	-19%	-$954K	1.79%	18
2018 Q3	$5.04M	Buy	117,209 +2,228	+2%	+$95K	1.57%	21
2018 Q2	$4.71M	Buy	114,981 +18,337	+19%	+$737K	2.06%	15
2018 Q1	$4.03M	Sell	96,644 -8,679	-8%	-$377K	1.31%	28
2017 Q4	$4.51M	Buy	+105,323	New	+$4.42M	1.99%	14

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

Lucia Wealth Services's MDLZ Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in Mondelez International (MDLZ) in Q3 2020: 2,094 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Lucia Wealth Services previously reported a position in MDLZ as recently as Q4 2019.

Lucia Wealth Services first reported a position in MDLZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $7.59M in Q4 2019. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

Lucia Wealth Services held 2,094 shares of Mondelez International worth $120K as of Q3 2020.
Mondelez International was a new Lucia Wealth Services position in Q3 2020.
Mondelez International made up 0.03% of Lucia Wealth Services's portfolio in Q3 2020, its #142 holding.
Lucia Wealth Services first reported a position in Mondelez International in Q4 2017 and has held it in 10 quarters since.
Lucia Wealth Services's Mondelez International position peaked at $7.59M in Q4 2019.
1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.