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Outlook Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Outlook Wealth Advisors’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
-9,871
Closed -$688K – 214
2023
Q1 		$688K Buy
9,871
+46
+0.5% +$3.05K 0.31% 84
2022
Q4 		$655K Sell
9,825
-186
-2% -$11.8K 0.31% 85
2022
Q3 		$549K Sell
10,011
-44
-0.4% -$2.73K 0.25% 100
2022
Q2 		$624K Buy
10,055
+66
+0.7% +$4.17K 0.26% 103
2022
Q1 		$627K Sell
9,989
-63
-0.6% -$4.1K 0.21% 116
2021
Q4 		$667K Buy
10,052
+174
+2% +$10.7K 0.2% 114
2021
Q3 		$575K Buy
9,878
+268
+3% +$16.7K 0.19% 134
2021
Q2 		$600K Buy
9,610
+609
+7% +$37.5K 0.19% 134
2021
Q1 		$527K Buy
9,001
+152
+2% +$8.58K 0.18% 139
2020
Q4 		$517K Buy
8,849
+237
+3% +$13.5K 0.19% 125
2020
Q3 		$495K Buy
8,612
+414
+5% +$23K 0.2% 113
2020
Q2 		$419K Buy
8,198
+464
+6% +$23.8K 0.18% 120
2020
Q1 		$387K Buy
7,734
+252
+3% +$13.7K 0.22% 96
2019
Q4 		$412K Buy
7,482
+338
+5% +$18.1K 0.23% 88
2019
Q3 		$395K Buy
7,144
+152
+2% +$8.32K 0.24% 96
2019
Q2 		$377K Buy
6,992
+427
+7% +$22.2K 0.25% 101
2019
Q1 		$328K Sell
6,565
-5,295
-45% -$243K 0.27% 98
2018
Q4 		$475K Buy
+11,860
New +$506K 0.22% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Outlook Wealth Advisors's MDLZ Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 9,871 shares — an estimated $688K sold.

Outlook Wealth Advisors first reported a position in MDLZ in Q4 2018 and held it in 18 quarters. The position peaked at $688K in Q1 2023. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,871 Mondelez International shares in Q2 2023, an estimated $688K.
  • Outlook Wealth Advisors first reported a position in Mondelez International in Q4 2018 and held it in 18 quarters.
  • Outlook Wealth Advisors's Mondelez International position peaked at $688K in Q1 2023.
  • 1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.