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Newfound Research’s Mondelez International MDLZ Stock Holding History

Newfound Research’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
Q3 		$77K Buy
1,402
+36
+3% +$2.24K 0.19% 68
2022
Q2 		$85K Sell
1,366
-693
-34% -$43.8K 0.18% 69
2022
Q1 		$129K Sell
2,059
-306
-13% -$19.9K 0.17% 67
2021
Q4 		$157K Buy
2,365
+803
+51% +$49.6K 0.19% 37
2021
Q3 		$91K Buy
+1,562
New +$97.2K 0.15% 77
2021
Q1 		– Sell
-1,347
Closed -$79K – 144
2020
Q4 		$79K Buy
+1,347
New +$77K 0.2% 94

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Newfound Research's MDLZ Position: Q3 2022 in Review

Newfound Research increased its Mondelez International (MDLZ) stake by 2.6% in Q3 2022, buying an estimated $2.24K and bringing the position to 1,402 shares worth $77K. The position accounts for 0.19% of the portfolio, ranked #68.

Newfound Research first reported a position in MDLZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $157K in Q4 2021. 1,733 funds tracked by Wall St. Rank hold MDLZ as of Q3 2022.

  • Newfound Research held 1,402 shares of Mondelez International worth $77K as of Q3 2022.
  • Newfound Research bought 36 Mondelez International shares in Q3 2022, an estimated $2.24K.
  • Mondelez International made up 0.19% of Newfound Research's portfolio in Q3 2022, its #68 holding.
  • Newfound Research first reported a position in Mondelez International in Q4 2020 and has held it in 6 quarters since.
  • Newfound Research's Mondelez International position peaked at $157K in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Mondelez International as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.