Strategic Wealth Management Group’s Mondelez International MDLZ Stock Holding History

Strategic Wealth Management 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
2021 Q2	–	Sell	-4,180	Closed	-$245K	–	130
2021 Q1	$245K	Sell	4,180 -197	-5%	-$11.1K	0.09%	120
2020 Q4	$256K	Sell	4,377 -6	-0.1%	-$343	0.11%	106
2020 Q3	$252K	Buy	4,383 +11	+0.3%	+$612	0.12%	95
2020 Q2	$224K	Buy	4,372 +200	+5%	+$10.3K	0.13%	86
2020 Q1	$209K	Buy	4,172 +2	+0%	+$108	0.16%	73
2019 Q4	$230K	Buy	4,170 +3	+0.1%	+$160	0.15%	85
2019 Q3	$231K	Hold	4,167	–	–	0.17%	72
2019 Q2	$225K	Hold	4,167	–	–	0.17%	73
2019 Q1	$208K	Sell	4,167 -1,929	-32%	-$88.5K	0.17%	77
2018 Q4	$244K	Buy	+6,096	New	+$260K	0.23%	64

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Management Group's MDLZ Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 4,180 shares — an estimated $245K sold.

Strategic Wealth Management Group first reported a position in MDLZ in Q4 2018 and held it in 10 quarters. The position peaked at $256K in Q4 2020. 1,668 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

Strategic Wealth Management Group reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
Strategic Wealth Management Group sold 4,180 Mondelez International shares in Q2 2021, an estimated $245K.
Strategic Wealth Management Group first reported a position in Mondelez International in Q4 2018 and held it in 10 quarters.
Strategic Wealth Management Group's Mondelez International position peaked at $256K in Q4 2020.
1,668 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.