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Source Financial Advisors’s Mondelez International MDLZ Stock Holding History

Source Financial 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
2024
Q3 		$214K Sell
2,901
-195
-6% -$13.7K 0.06% 114
2024
Q2 		$203K Sell
3,096
-24
-0.8% -$1.65K 0.06% 114
2024
Q1 		$218K Buy
3,120
+210
+7% +$15.3K 0.07% 112
2023
Q4 		$211K Sell
2,910
-545
-16% -$37.3K 0.07% 119
2023
Q3 		$240K Sell
3,455
-64
-2% -$4.61K 0.08% 112
2023
Q2 		$257K Buy
3,519
+206
+6% +$15.2K 0.08% 116
2023
Q1 		$231K Buy
3,313
+282
+9% +$18.7K 0.08% 113
2022
Q4 		$202K Buy
+3,031
New +$192K 0.08% 116
2021
Q2 		– Sell
-4,250
Closed -$249K – 114
2021
Q1 		$249K Sell
4,250
-442
-9% -$24.9K 0.07% 100
2020
Q4 		$274K Buy
+4,692
New +$268K 0.07% 91

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

Source Financial Advisors's MDLZ Position: Q3 2024 in Review

Source Financial Advisors reduced its Mondelez International (MDLZ) stake by 6.3% in Q3 2024, selling an estimated $13.7K and leaving 2,901 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #114.

Source Financial Advisors first reported a position in MDLZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $274K in Q4 2020. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Source Financial Advisors held 2,901 shares of Mondelez International worth $214K as of Q3 2024.
  • Source Financial Advisors sold 195 Mondelez International shares in Q3 2024, an estimated $13.7K.
  • Mondelez International made up 0.06% of Source Financial Advisors's portfolio in Q3 2024, its #114 holding.
  • Source Financial Advisors first reported a position in Mondelez International in Q4 2020 and has held it in 10 quarters since.
  • Source Financial Advisors's Mondelez International position peaked at $274K in Q4 2020.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.