LWP
MDLZ icon

Lumature Wealth Partners’s Mondelez International MDLZ Stock Holding History

Lumature Wealth 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
2023
Q2 		$1.97K Buy
+27
New +$2K ﹤0.01% 357
2022
Q3 		– Sell
-43
Closed -$3K – 402
2022
Q2 		$3K Buy
+43
New +$2.72K ﹤0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Lumature Wealth Partners's MDLZ Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Mondelez International (MDLZ) in Q2 2023: 27 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Lumature Wealth Partners previously reported a position in MDLZ as recently as Q2 2022.

Lumature Wealth Partners first reported a position in MDLZ in Q2 2022 and has held it in 2 quarters since. The position peaked at $3K in Q2 2022. 1,933 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

  • Lumature Wealth Partners held 27 shares of Mondelez International worth $1.97K as of Q2 2023.
  • Mondelez International was a new Lumature Wealth Partners position in Q2 2023.
  • Mondelez International made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #357 holding.
  • Lumature Wealth Partners first reported a position in Mondelez International in Q2 2022 and has held it in 2 quarters since.
  • Lumature Wealth Partners's Mondelez International position peaked at $3K in Q2 2022.
  • 1,933 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.