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Surevest’s Mondelez International MDLZ Stock Holding History

Surevest’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
2022
Q3 		$67K Hold
1,218
– – 0.02% 175
2022
Q2 		$76K Buy
1,218
+25
+2% +$1.58K 0.02% 181
2022
Q1 		$75K Hold
1,193
– – 0.02% 166
2021
Q4 		$79K Buy
+1,193
New +$73.6K 0.02% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Surevest's MDLZ Position: Q3 2022 in Review

Surevest held its Mondelez International (MDLZ) position steady in Q3 2022 at 1,218 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #175.

Surevest first reported a position in MDLZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $79K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold MDLZ as of Q3 2022.

  • Surevest held 1,218 shares of Mondelez International worth $67K as of Q3 2022.
  • Surevest left its Mondelez International share count unchanged in Q3 2022.
  • Mondelez International made up 0.02% of Surevest's portfolio in Q3 2022, its #175 holding.
  • Surevest first reported a position in Mondelez International in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Mondelez International position peaked at $79K in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Mondelez International as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.