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Sargent Bickham Lagudis’s Mondelez International MDLZ Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$196K Sell
2,948
-239
-7% -$15.1K 0.02% 273
2022
Q3 		$175K Sell
3,187
-225
-7% -$14K 0.02% 253
2022
Q2 		$212K Buy
3,412
+466
+16% +$29.4K 0.02% 245
2022
Q1 		$185K Sell
2,946
-499
-14% -$32.5K 0.01% 255
2021
Q4 		$228K Buy
3,445
+162
+5% +$10K 0.02% 232
2021
Q3 		$191K Buy
3,283
+23
+0.7% +$1.43K 0.02% 255
2021
Q2 		$204K Buy
3,260
+104
+3% +$6.41K 0.02% 250
2021
Q1 		$185K Sell
3,156
-273
-8% -$15.4K 0.02% 249
2020
Q4 		$201K Buy
3,429
+1,576
+85% +$90.1K 0.02% 239
2020
Q3 		$106K Sell
1,853
-25
-1% -$1.39K 0.01% 287
2020
Q2 		$96K Sell
1,878
-1,302
-41% -$66.9K 0.01% 283
2020
Q1 		$159K Buy
3,180
+482
+18% +$26.1K 0.02% 211
2019
Q4 		$149K Buy
2,698
+45
+2% +$2.41K 0.02% 232
2019
Q3 		$147K Buy
2,653
+217
+9% +$11.9K 0.02% 217
2019
Q2 		$131K Sell
2,436
-1,400
-36% -$72.7K 0.02% 246
2019
Q1 		$191K Buy
3,836
+1
+0% +$46 0.02% 215
2018
Q4 		$154K Sell
3,835
-115
-3% -$4.9K 0.02% 227
2018
Q3 		$170K Buy
3,950
+117
+3% +$4.99K 0.02% 220
2018
Q2 		$157K Buy
3,833
+3,427
+844% +$138K 0.02% 227
2018
Q1 		$17K Sell
406
-128
-24% -$5.56K ﹤0.01% 497
2017
Q4 		$23K Sell
534
-3,027
-85% -$127K ﹤0.01% 470
2017
Q3 		$145K Buy
3,561
+1,040
+41% +$44.2K 0.02% 245
2017
Q2 		$109K Buy
2,521
+1
+0% +$45 0.01% 262
2017
Q1 		$109K Buy
2,520
+254
+11% +$11.3K 0.01% 268
2016
Q4 		$100K Buy
2,266
+966
+74% +$41.6K 0.02% 261
2016
Q3 		$57K Sell
1,300
-121
-9% -$5.31K 0.01% 324
2016
Q2 		$65K Buy
1,421
+155
+12% +$6.75K 0.01% 308
2016
Q1 		$51K Buy
+1,266
New +$51.5K 0.01% 352

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sargent Bickham Lagudis's MDLZ Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Mondelez International (MDLZ) stake by 7.5% in Q4 2022, selling an estimated $15.1K and leaving 2,948 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #273.

Sargent Bickham Lagudis first reported a position in MDLZ in Q1 2016 and has held it in 28 quarters since. The position peaked at $228K in Q4 2021. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • Sargent Bickham Lagudis held 2,948 shares of Mondelez International worth $196K as of Q4 2022.
  • Sargent Bickham Lagudis sold 239 Mondelez International shares in Q4 2022, an estimated $15.1K.
  • Mondelez International made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #273 holding.
  • Sargent Bickham Lagudis first reported a position in Mondelez International in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Mondelez International position peaked at $228K in Q4 2021.
  • 1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.