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ShoreHaven Wealth Partners’s Mondelez International MDLZ Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-2,057
Closed -$120K – 172
2021
Q1 		$120K Buy
2,057
+11
+0.5% +$621 0.07% 76
2020
Q4 		$120K Buy
+2,046
New +$117K 0.07% 70

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's MDLZ Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 2,057 shares — an estimated $120K sold.

ShoreHaven Wealth Partners first reported a position in MDLZ in Q4 2020 and held it in 2 quarters. The position peaked at $120K in Q1 2021. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,057 Mondelez International shares in Q2 2021, an estimated $120K.
  • ShoreHaven Wealth Partners first reported a position in Mondelez International in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Mondelez International position peaked at $120K in Q1 2021.
  • 1,670 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.