Monumental Financial Group’s Mondelez International MDLZ Stock Holding History

Monumental Financial Group’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 Q2	–	Sell	-17,708	Closed	-$1.24M	–	68
2023 Q1	$1.24M	Buy	17,708 +772	+5%	+$51.1K	0.88%	24
2022 Q4	$1.13M	Buy	+16,936	New	+$1.07M	0.91%	20
2021 Q3	–	Sell	-207	Closed	-$13K	–	64
2021 Q2	$13K	Buy	+207	New	+$12.8K	0.01%	74

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Monumental Financial Group's MDLZ Position: Q2 2023 in Review

Monumental Financial Group sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 17,708 shares — an estimated $1.24M sold.

Monumental Financial Group first reported a position in MDLZ in Q2 2021 and held it in 3 quarters. The position peaked at $1.24M in Q1 2023. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

Monumental Financial Group reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 17,708 Mondelez International shares in Q2 2023, an estimated $1.24M.
Monumental Financial Group first reported a position in Mondelez International in Q2 2021 and held it in 3 quarters.
Monumental Financial Group's Mondelez International position peaked at $1.24M in Q1 2023.
1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.