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Surience Private Wealth’s Mondelez International MDLZ Stock Holding History

Surience Private Wealth’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
Q3 		– Sell
-34,412
Closed -$2.51M – 30
2023
Q2 		$2.51M Buy
+34,412
New +$2.54M 3.59% 13

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Surience Private Wealth's MDLZ Position: Q3 2023 in Review

Surience Private Wealth sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 34,412 shares — an estimated $2.51M sold.

Surience Private Wealth first reported a position in MDLZ in Q2 2023 and held it in 1 quarter. The position peaked at $2.51M in Q2 2023. 1,911 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Surience Private Wealth reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Surience Private Wealth sold 34,412 Mondelez International shares in Q3 2023, an estimated $2.51M.
  • Surience Private Wealth first reported a position in Mondelez International in Q2 2023 and held it in 1 quarter.
  • Surience Private Wealth's Mondelez International position peaked at $2.51M in Q2 2023.
  • 1,911 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.