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Oxford Financial Group’s Mondelez International MDLZ Stock Holding History

Oxford 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
2024
Q3 		– Sell
-3,250
Closed -$213K – 319
2024
Q2 		$213K Buy
+3,250
New +$223K 0.01% 248
2024
Q1 		– Sell
-2,883
Closed -$209K – 291
2023
Q4 		$209K Buy
+2,883
New +$198K 0.02% 225

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxford Financial Group's MDLZ Position: Q3 2024 in Review

Oxford Financial Group sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 3,250 shares — an estimated $213K sold.

Oxford Financial Group first reported a position in MDLZ in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2024. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Oxford Financial Group reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 3,250 Mondelez International shares in Q3 2024, an estimated $213K.
  • Oxford Financial Group first reported a position in Mondelez International in Q4 2023 and held it in 2 quarters.
  • Oxford Financial Group's Mondelez International position peaked at $213K in Q2 2024.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.