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Spartan Planning & Wealth Management’s Mondelez International MDLZ Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$126K Buy
1,734
+1,535
+771% +$105K 0.13% 83
2023
Q3 		$13.8K Buy
+199
New +$14.3K 0.02% 105
2022
Q4 		$46.4K Buy
+696
New +$44K 0.06% 100
2022
Q2 		– Sell
-406
Closed -$25K – 131
2022
Q1 		$25K Buy
+406
New +$26.4K 0.03% 101

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Spartan Planning & Wealth Management's MDLZ Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Mondelez International (MDLZ) stake by 771% in Q4 2023, buying an estimated $105K and bringing the position to 1,734 shares worth $126K. The position accounts for 0.13% of the portfolio, ranked #83.

Spartan Planning & Wealth Management first reported a position in MDLZ in Q1 2022 and has held it in 4 quarters since. 2,000 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,734 shares of Mondelez International worth $126K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 1,535 Mondelez International shares in Q4 2023, an estimated $105K.
  • Mondelez International made up 0.13% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #83 holding.
  • Spartan Planning & Wealth Management first reported a position in Mondelez International in Q1 2022 and has held it in 4 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.