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OWA
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
Buy
6,565
+5,379
+454%
+$247K
0.27%
98
2018
Q4
$475K
Buy
+1,186
New
+$50.6K
0.22%
117
Other funds holding MDLZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LT
Lindsell Train
London, United Kingdom
$3.14B AUM
8.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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