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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's MDLZ Position: Q3 2023 in Review

Lyell Wealth Management sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 3,158 shares — an estimated $230K sold.

Lyell Wealth Management first reported a position in MDLZ in Q1 2020 and held it in 8 quarters. The position peaked at $339K in Q4 2022. 1,910 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

Lyell Wealth Management reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
Lyell Wealth Management sold 3,158 Mondelez International shares in Q3 2023, an estimated $230K.
Lyell Wealth Management first reported a position in Mondelez International in Q1 2020 and held it in 8 quarters.
Lyell Wealth Management's Mondelez International position peaked at $339K in Q4 2022.
1,910 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Lyell Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.