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SYSTM Wealth Solutions’s Mondelez International MDLZ Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-8,349
Closed -$547K – 412
2024
Q2 		$547K Sell
8,349
-1,168
-12% -$80.1K 0.12% 139
2024
Q1 		$668K Sell
9,517
-430
-4% -$31.4K 0.08% 252
2023
Q4 		$722K Sell
9,947
-3,661
-27% -$251K 0.1% 236
2023
Q3 		$944K Sell
13,608
-18,711
-58% -$1.35M 0.15% 187
2023
Q2 		$2.36M Buy
32,319
+3,443
+12% +$254K 0.32% 81
2023
Q1 		$2.01M Sell
28,876
-390
-1% -$25.8K 0.31% 80
2022
Q4 		$1.95M Buy
+29,266
New +$1.85M 0.24% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYSTM Wealth Solutions's MDLZ Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 8,349 shares — an estimated $547K sold.

SYSTM Wealth Solutions first reported a position in MDLZ in Q4 2022 and held it in 7 quarters. The position peaked at $2.36M in Q2 2023. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,349 Mondelez International shares in Q3 2024, an estimated $547K.
  • SYSTM Wealth Solutions first reported a position in Mondelez International in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Mondelez International position peaked at $2.36M in Q2 2023.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.