SFG
MDLZ icon

Steward Financial Group’s Mondelez International MDLZ Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-5,144
Closed -$375K – 1460
2023
Q2 		$375K Buy
+5,144
New +$380K 0.12% 44
2022
Q4 		– Sell
-4,628
Closed -$253K – 706
2022
Q3 		$253K Buy
4,628
+4,473
+2,886% +$278K 0.19% 41
2022
Q2 		$9K Buy
155
+112
+260% +$7.08K 0.01% 260
2022
Q1 		$2K Hold
43
– – ﹤0.01% 284
2021
Q4 		$2K Buy
+43
New +$2.65K ﹤0.01% 230

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Steward Financial Group's MDLZ Position: Q3 2023 in Review

Steward Financial Group sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 5,144 shares — an estimated $375K sold.

Steward Financial Group first reported a position in MDLZ in Q4 2021 and held it in 5 quarters. The position peaked at $375K in Q2 2023. 1,910 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Steward Financial Group reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 5,144 Mondelez International shares in Q3 2023, an estimated $375K.
  • Steward Financial Group first reported a position in Mondelez International in Q4 2021 and held it in 5 quarters.
  • Steward Financial Group's Mondelez International position peaked at $375K in Q2 2023.
  • 1,910 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.