Valmark Advisers’s Mondelez International MDLZ Stock Holding History

Valmark Advisers’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 Q4	–	Sell	-3,493	Closed	-$242K	–	505
2023 Q3	$242K	Buy	3,493 +126	+4%	+$9.08K	0.01%	429
2023 Q2	$246K	Sell	3,367 -1,314	-28%	-$97.1K	0.01%	435
2023 Q1	$326K	Buy	4,681 +1,293	+38%	+$85.6K	0.01%	380
2022 Q4	$226K	Buy	+3,388	New	+$214K	0.01%	410

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers's MDLZ Position: Q4 2023 in Review

Valmark Advisers sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 3,493 shares — an estimated $242K sold.

Valmark Advisers first reported a position in MDLZ in Q4 2022 and held it in 4 quarters. The position peaked at $326K in Q1 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

Valmark Advisers reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
Valmark Advisers sold 3,493 Mondelez International shares in Q4 2023, an estimated $242K.
Valmark Advisers first reported a position in Mondelez International in Q4 2022 and held it in 4 quarters.
Valmark Advisers's Mondelez International position peaked at $326K in Q1 2023.
1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Valmark Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.