Summit Financial Strategies’s Mondelez International MDLZ Stock Holding History

Summit Financial Strategies’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 Q4	–	Sell	-3,694	Closed	-$215K	–	131
2021 Q3	$215K	Sell	3,694 -687	-16%	-$42.7K	0.04%	113
2021 Q2	$274K	Buy	+4,381	New	+$270K	0.05%	100
2020 Q1	–	Sell	-3,647	Closed	-$201K	–	62
2019 Q4	$201K	Hold	3,647	–	–	0.1%	60
2019 Q3	$202K	Sell	3,647 -274	-7%	-$15K	0.1%	59
2019 Q2	$211K	Buy	+3,921	New	+$204K	0.1%	55
2018 Q2	–	Sell	-5,277	Closed	-$220K	–	57
2018 Q1	$220K	Buy	5,277 +150	+3%	+$6.51K	0.11%	49
2017 Q4	$219K	Sell	5,127 -104	-2%	-$4.37K	0.11%	51
2017 Q3	$213K	Buy	5,231 +189	+4%	+$8.03K	0.12%	47
2017 Q2	$218K	Buy	+5,042	New	+$227K	0.13%	48

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Summit Financial Strategies's MDLZ Position: Q4 2021 in Review

Summit Financial Strategies sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 3,694 shares — an estimated $215K sold.

Summit Financial Strategies first reported a position in MDLZ in Q2 2017 and held it in 9 quarters. The position peaked at $274K in Q2 2021. 1,780 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

Summit Financial Strategies reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
Summit Financial Strategies sold 3,694 Mondelez International shares in Q4 2021, an estimated $215K.
Summit Financial Strategies first reported a position in Mondelez International in Q2 2017 and held it in 9 quarters.
Summit Financial Strategies's Mondelez International position peaked at $274K in Q2 2021.
1,780 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Summit Financial Strategies's 13F filing for Q4 2021, filed 3 Feb 2022.