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SS&H Financial Advisors’s Mondelez International MDLZ Stock Holding History

SS&H 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
2022
Q2 		– Sell
-3,245
Closed -$204K – 124
2022
Q1 		$204K Buy
+3,245
New +$211K 0.08% 127

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

SS&H Financial Advisors's MDLZ Position: Q2 2022 in Review

SS&H Financial Advisors sold out of Mondelez International (MDLZ) in Q2 2022, closing a stake of 3,245 shares — an estimated $204K sold.

SS&H Financial Advisors first reported a position in MDLZ in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • SS&H Financial Advisors reported no remaining Mondelez International position as of Q2 2022 after selling out during the quarter.
  • SS&H Financial Advisors sold 3,245 Mondelez International shares in Q2 2022, an estimated $204K.
  • SS&H Financial Advisors first reported a position in Mondelez International in Q1 2022 and held it in 1 quarter.
  • SS&H Financial Advisors's Mondelez International position peaked at $204K in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on SS&H Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.