VitalStone Financial’s Mondelez International MDLZ Stock Holding History

VitalStone Financial’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	$32.1K	Buy	436 +3	+0.7%	+$211	0.02%	199
2024 Q2	$28.3K	Sell	433 -36	-8%	-$2.47K	0.02%	199
2024 Q1	$33K	Buy	469 +39	+9%	+$2.85K	0.03%	202
2023 Q4	$31K	Hold	430	–	–	0.02%	191
2023 Q3	$30K	Hold	430	–	–	0.03%	166
2023 Q2	$30K	Buy	430 +404	+1,554%	+$29.8K	0.02%	438
2023 Q1	$2K	Sell	26 -404	-94%	-$26.8K	﹤0.01%	306
2022 Q4	$29K	Buy	+430	New	+$27.2K	0.02%	218

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VitalStone Financial's MDLZ Position: Q3 2024 in Review

VitalStone Financial increased its Mondelez International (MDLZ) stake by 0.69% in Q3 2024, buying an estimated $211 and bringing the position to 436 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #199.

VitalStone Financial first reported a position in MDLZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $33K in Q1 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

VitalStone Financial held 436 shares of Mondelez International worth $32.1K as of Q3 2024.
VitalStone Financial bought 3 Mondelez International shares in Q3 2024, an estimated $211.
Mondelez International made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #199 holding.
VitalStone Financial first reported a position in Mondelez International in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Mondelez International position peaked at $33K in Q1 2024.
1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.