StrategIQ Financial Group’s Mondelez International MDLZ Stock Holding History

StrategIQ 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 Q4	$916K	Buy	12,652 +300	+2%	+$20.6K	0.1%	154
2023 Q3	$857K	Sell	12,352 -257	-2%	-$18.5K	0.1%	157
2023 Q2	$920K	Sell	12,609 -40	-0.3%	-$2.96K	0.1%	149
2023 Q1	$882K	Buy	12,649 +44	+0.3%	+$2.91K	0.1%	140
2022 Q4	$840K	Buy	12,605 +10	+0.1%	+$632	0.1%	141
2022 Q3	$691K	Buy	12,595 +42	+0.3%	+$2.61K	0.09%	152
2022 Q2	$779K	Buy	12,553 +42	+0.3%	+$2.65K	0.09%	146
2022 Q1	$785K	Sell	12,511 -260	-2%	-$16.9K	0.09%	160
2021 Q4	$847K	Buy	+12,771	New	+$788K	0.08%	154
2021 Q3	–	Sell	-3,253	Closed	-$203K	–	223
2021 Q2	$203K	Buy	+3,253	New	+$200K	0.04%	214

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

StrategIQ Financial Group's MDLZ Position: Q4 2023 in Review

StrategIQ Financial Group increased its Mondelez International (MDLZ) stake by 2.4% in Q4 2023, buying an estimated $20.6K and bringing the position to 12,652 shares worth $916K. The position accounts for 0.1% of the portfolio, ranked #154.

StrategIQ Financial Group first reported a position in MDLZ in Q2 2021 and has held it in 10 quarters since. The position peaked at $920K in Q2 2023. 2,000 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

StrategIQ Financial Group held 12,652 shares of Mondelez International worth $916K as of Q4 2023.
StrategIQ Financial Group bought 300 Mondelez International shares in Q4 2023, an estimated $20.6K.
Mondelez International made up 0.1% of StrategIQ Financial Group's portfolio in Q4 2023, its #154 holding.
StrategIQ Financial Group first reported a position in Mondelez International in Q2 2021 and has held it in 10 quarters since.
StrategIQ Financial Group's Mondelez International position peaked at $920K in Q2 2023.
2,000 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.