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Sugarloaf Wealth Management’s Mondelez International MDLZ Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$46.2K Sell
773
-76
-9% -$5.03K 0.01% 302
2024
Q3 		$62.5K Buy
849
+60
+8% +$4.22K 0.01% 285
2024
Q2 		$51.7K Hold
789
– – 0.01% 292
2024
Q1 		$55.3K Hold
789
– – 0.01% 282
2023
Q4 		$57.2K Sell
789
-26
-3% -$1.78K 0.01% 274
2023
Q3 		$56.6K Hold
815
– – 0.01% 273
2023
Q2 		$59.5K Sell
815
-104
-11% -$7.68K 0.01% 265
2023
Q1 		$64.1K Sell
919
-62
-6% -$4.11K 0.02% 254
2022
Q4 		$65.4K Sell
981
-6
-0.6% -$379 0.02% 246
2022
Q3 		$55K Buy
987
+101
+11% +$6.27K 0.01% 272
2022
Q2 		$55K Buy
886
+66
+8% +$4.17K 0.01% 273
2022
Q1 		$51K Sell
820
-400
-33% -$26K 0.01% 276
2021
Q4 		$81K Sell
1,220
-200
-14% -$12.3K 0.02% 223
2021
Q3 		$83K Hold
1,420
– – 0.02% 210
2021
Q2 		$89K Sell
1,420
-502
-26% -$30.9K 0.02% 203
2021
Q1 		$112 Buy
1,922
+3
+0.2% +$169 0.03% 171
2020
Q4 		$112K Sell
1,919
-66
-3% -$3.77K 0.04% 167
2020
Q3 		$110K Buy
1,985
+3
+0.2% +$167 0.04% 152
2020
Q2 		$101K Buy
1,982
+3
+0.2% +$154 0.04% 162
2020
Q1 		$99K Buy
1,979
+2
+0.1% +$108 0.04% 156
2019
Q4 		$109K Buy
+1,977
New +$106K 0.05% 172

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's MDLZ Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Mondelez International (MDLZ) stake by 9% in Q4 2024, selling an estimated $5.03K and leaving 773 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #302.

Sugarloaf Wealth Management first reported a position in MDLZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $112K in Q4 2020. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Sugarloaf Wealth Management held 773 shares of Mondelez International worth $46.2K as of Q4 2024.
  • Sugarloaf Wealth Management sold 76 Mondelez International shares in Q4 2024, an estimated $5.03K.
  • Mondelez International made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #302 holding.
  • Sugarloaf Wealth Management first reported a position in Mondelez International in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Mondelez International position peaked at $112K in Q4 2020.
  • 1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.