Merrion Investment Management’s Mondelez International MDLZ Stock Holding History

Merrion Investment 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	-3,070	Closed	-$224K	–	101
2023 Q2	$224K	Sell	3,070 -40	-1%	-$2.96K	0.19%	89
2023 Q1	$217K	Hold	3,110	–	–	0.21%	84
2022 Q4	$207K	Buy	+3,110	New	+$197K	0.19%	83
2022 Q3	–	Sell	-3,500	Closed	-$219K	–	90
2022 Q2	$219K	Sell	3,500 -200	-5%	-$12.6K	0.21%	80
2022 Q1	$232K	Hold	3,700	–	–	0.17%	91
2021 Q4	$245K	Buy	+3,700	New	+$228K	0.18%	87
2021 Q1	–	Sell	-59	Closed	-$3K	–	171
2020 Q4	$3K	Buy	+59	New	+$3.37K	﹤0.01%	230

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merrion Investment Management's MDLZ Position: Q3 2023 in Review

Merrion Investment Management sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 3,070 shares — an estimated $224K sold.

Merrion Investment Management first reported a position in MDLZ in Q4 2020 and held it in 7 quarters. The position peaked at $245K in Q4 2021. 1,912 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

Merrion Investment Management reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
Merrion Investment Management sold 3,070 Mondelez International shares in Q3 2023, an estimated $224K.
Merrion Investment Management first reported a position in Mondelez International in Q4 2020 and held it in 7 quarters.
Merrion Investment Management's Mondelez International position peaked at $245K in Q4 2021.
1,912 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Merrion Investment Management's 13F filing for Q3 2023, filed 19 Oct 2023.