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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Twelve Points Wealth Management's MDLZ Position: Q4 2024 in Review

Twelve Points Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 4,247 shares — an estimated $313K sold.

Twelve Points Wealth Management first reported a position in MDLZ in Q4 2021 and held it in 6 quarters. The position peaked at $435K in Q4 2021. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Twelve Points Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Twelve Points Wealth Management sold 4,247 Mondelez International shares in Q4 2024, an estimated $313K.
Twelve Points Wealth Management first reported a position in Mondelez International in Q4 2021 and held it in 6 quarters.
Twelve Points Wealth Management's Mondelez International position peaked at $435K in Q4 2021.
1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Twelve Points Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.