LWM
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Lyell Wealth Management’s Mondelez International MDLZ Stock Holding History

Lyell 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
2023
Q3 		– Sell
-3,158
Closed -$230K – 181
2023
Q2 		$230K Sell
3,158
-1,040
-25% -$76.8K 0.03% 172
2023
Q1 		$293K Sell
4,198
-883
-17% -$58.5K 0.04% 167
2022
Q4 		$339K Buy
5,081
+1,332
+36% +$84.2K 0.05% 157
2022
Q3 		$206K Buy
3,749
+305
+9% +$18.9K 0.04% 181
2022
Q2 		$215K Sell
3,444
-65
-2% -$4.11K 0.04% 179
2022
Q1 		$222K Buy
3,509
+455
+15% +$29.6K 0.03% 187
2021
Q4 		$204K Buy
+3,054
New +$188K 0.02% 182
2020
Q2 		– Sell
-4,755
Closed -$239K – 125
2020
Q1 		$239K Buy
+4,755
New +$258K 0.07% 108

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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