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Mariner Independent Advisor Network’s Mondelez International MDLZ Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$694K Sell
12,657
-201
-2% -$12.5K 0.03% 427
2022
Q2 		$801K Buy
12,858
+904
+8% +$57.1K 0.03% 410
2022
Q1 		$748K Buy
+11,954
New +$778K 0.03% 399
2021
Q4 		– Sell
-12,122
Closed -$705K – 488
2021
Q3 		$705K Buy
12,122
+53
+0.4% +$3.3K 0.03% 367
2021
Q2 		$754K Sell
12,069
-127
-1% -$7.82K 0.03% 371
2021
Q1 		$714K Buy
12,196
+916
+8% +$51.7K 0.04% 336
2020
Q4 		$660K Buy
11,280
+880
+8% +$50.3K 0.04% 330
2020
Q3 		$597K Buy
10,400
+243
+2% +$13.5K 0.05% 257
2020
Q2 		$520K Sell
10,157
-1,668
-14% -$85.7K 0.05% 258
2020
Q1 		$577K Sell
11,825
-437
-4% -$23.7K 0.05% 266
2019
Q4 		$675K Sell
12,262
-1,176
-9% -$62.9K 0.05% 288
2019
Q3 		$735K Sell
13,438
-698
-5% -$38.2K 0.06% 273
2019
Q2 		$766K Buy
14,136
+2,199
+18% +$114K 0.06% 266
2019
Q1 		$592K Sell
11,937
-100
-0.8% -$4.59K 0.05% 289
2018
Q4 		$506K Buy
12,037
+148
+1% +$6.31K 0.05% 295
2018
Q3 		$510K Buy
+11,889
New +$507K 0.06% 184
2018
Q2 		– Sell
-28,388
Closed -$1.18M – 255
2018
Q1 		$1.18M Buy
28,388
+9,905
+54% +$430K 0.07% 200
2017
Q4 		$788K Buy
+18,483
New +$776K 0.08% 205
2017
Q3 		– Sell
-14,471
Closed -$625K – 184
2017
Q2 		$625K Buy
+14,471
New +$652K 0.09% 146

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Mariner Independent Advisor Network's MDLZ Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Mondelez International (MDLZ) stake by 1.6% in Q3 2022, selling an estimated $12.5K and leaving 12,657 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #427.

Mariner Independent Advisor Network first reported a position in MDLZ in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.18M in Q1 2018. 1,733 funds tracked by Wall St. Rank hold MDLZ as of Q3 2022.

  • Mariner Independent Advisor Network held 12,657 shares of Mondelez International worth $694K as of Q3 2022.
  • Mariner Independent Advisor Network sold 201 Mondelez International shares in Q3 2022, an estimated $12.5K.
  • Mondelez International made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #427 holding.
  • Mariner Independent Advisor Network first reported a position in Mondelez International in Q2 2017 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's Mondelez International position peaked at $1.18M in Q1 2018.
  • 1,733 funds tracked by Wall St. Rank held Mondelez International as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.