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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 – 330
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MinichMacGregor Wealth Management's MDLZ Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 344 shares — an estimated $22.9K sold.

MinichMacGregor Wealth Management first reported a position in MDLZ in Q4 2015 and held it in 13 quarters. The position peaked at $45K in Q3 2016. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 344 Mondelez International shares in Q1 2023, an estimated $22.9K.
  • MinichMacGregor Wealth Management first reported a position in Mondelez International in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Mondelez International position peaked at $45K in Q3 2016.
  • 1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.