Minot Wealth Management’s Mondelez International MDLZ Stock Holding History

Minot 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
2022 Q2	$484K	Buy	7,791 +23	+0.3%	+$1.45K	0.12%	116
2022 Q1	$488K	Hold	7,768	–	–	0.11%	129
2021 Q4	$515K	Sell	7,768 -64	-0.8%	-$3.95K	0.1%	126
2021 Q3	$456K	Sell	7,832 -566	-7%	-$35.2K	0.1%	132
2021 Q2	$530K	Buy	8,398 +132	+2%	+$8.13K	0.12%	122
2021 Q1	$484K	Sell	8,266 -1,379	-14%	-$77.8K	0.12%	119
2020 Q4	$564K	Buy	9,645 +276	+3%	+$15.8K	0.17%	97
2020 Q3	$538K	Sell	9,369 -3,712	-28%	-$207K	0.2%	90
2020 Q2	$669K	Sell	13,081 -13,829	-51%	-$710K	0.33%	72
2020 Q1	$1.35M	Sell	26,910 -4,102	-13%	-$222K	0.97%	36
2019 Q4	$1.72M	Buy	+31,012	New	+$1.66M	0.78%	44

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Minot Wealth Management's MDLZ Position: Q2 2022 in Review

Minot Wealth Management increased its Mondelez International (MDLZ) stake by 0.3% in Q2 2022, buying an estimated $1.45K and bringing the position to 7,791 shares worth $484K. The position accounts for 0.12% of the portfolio, ranked #116.

Minot Wealth Management first reported a position in MDLZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2019. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

Minot Wealth Management held 7,791 shares of Mondelez International worth $484K as of Q2 2022.
Minot Wealth Management bought 23 Mondelez International shares in Q2 2022, an estimated $1.45K.
Mondelez International made up 0.12% of Minot Wealth Management's portfolio in Q2 2022, its #116 holding.
Minot Wealth Management first reported a position in Mondelez International in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Mondelez International position peaked at $1.72M in Q4 2019.
1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.