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Twelve Points Wealth Management’s Mondelez International MDLZ Stock Holding History

Twelve Points 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 		– Sell
-4,247
Closed -$313K – 183
2024
Q3 		$313K Buy
4,247
+280
+7% +$19.7K 0.1% 152
2024
Q2 		$260K Hold
3,967
– – 0.09% 153
2024
Q1 		$278K Buy
3,967
+217
+6% +$15.8K 0.1% 147
2023
Q4 		$272K Sell
3,750
-463
-11% -$31.7K 0.13% 143
2023
Q3 		$292K Buy
+4,213
New +$304K 0.15% 138
2022
Q1 		– Sell
-6,561
Closed -$435K – 185
2021
Q4 		$435K Buy
+6,561
New +$405K 0.35% 103

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM