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MWM
MinichMacGregor Wealth Management’s
Mondelez International
MDLZ
Stock Holding History
MinichMacGregor 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
Q1
–
Sell
-344
Closed
-$22.9K
–
407
2022
Q4
$22.9K
Buy
+344
New
+$21.8K
0.01%
291
2018
Q4
–
Sell
-592
Closed
-$25K
–
331
2018
Q3
$25K
Sell
592
-46
-7%
-$1.96K
0.02%
192
2018
Q2
$26K
Buy
638
+6
+0.9%
+$241
0.02%
178
2018
Q1
$26K
Sell
632
-79
-11%
-$3.43K
0.02%
180
2017
Q4
$30K
Buy
711
+7
+1%
+$294
0.02%
152
2017
Q3
$28K
Buy
704
+60
+9%
+$2.55K
0.02%
154
2017
Q2
$27K
Buy
644
+148
+30%
+$6.67K
0.02%
151
2017
Q1
$21K
Sell
496
-25
-5%
-$1.11K
0.02%
182
2016
Q4
$23K
Sell
521
-519
-50%
-$22.4K
0.02%
162
2016
Q3
$45K
Buy
1,040
+166
+19%
+$7.28K
0.04%
120
2016
Q2
$39K
Buy
874
+2
+0.2%
+$87
0.04%
129
2016
Q1
$34K
Sell
872
-7
-0.8%
-$285
0.03%
131
2015
Q4
$36K
Buy
+879
New
+$39.3K
0.03%
125
Other funds holding MDLZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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