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Steward Partners Investment Solutions’s Mondelez International MDLZ Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$3.96M Buy
56,606
+42,223
+294% +$3.08M 0.67% 33
2023
Q4 		$1.04M Buy
+14,383
New +$986K 0.43% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Solutions's MDLZ Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Mondelez International (MDLZ) stake by 294% in Q1 2024, buying an estimated $3.08M and bringing the position to 56,606 shares worth $3.96M. The position accounts for 0.67% of the portfolio, ranked #33.

Steward Partners Investment Solutions first reported a position in MDLZ in Q4 2023 and has held it in 2 quarters since. 1,991 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • Steward Partners Investment Solutions held 56,606 shares of Mondelez International worth $3.96M as of Q1 2024.
  • Steward Partners Investment Solutions bought 42,223 Mondelez International shares in Q1 2024, an estimated $3.08M.
  • Mondelez International made up 0.67% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #33 holding.
  • Steward Partners Investment Solutions first reported a position in Mondelez International in Q4 2023 and has held it in 2 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.