Warther Private Wealth’s Mondelez International MDLZ Stock Holding History

Warther Private Wealth’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 Q1	–	Sell	-4,223	Closed	-$281K	–	78
2022 Q4	$281K	Sell	4,223 -1,568	-27%	-$99.1K	0.21%	63
2022 Q3	$318K	Sell	5,791 -549	-9%	-$34.1K	0.25%	64
2022 Q2	$402K	Sell	6,340 -2,580	-29%	-$163K	0.29%	73
2022 Q1	$567K	Buy	8,920 +25	+0.3%	+$1.63K	0.37%	71
2021 Q4	$587K	Buy	8,895 +28	+0.3%	+$1.73K	0.44%	62
2021 Q3	$516K	Buy	8,867 +23	+0.3%	+$1.43K	0.46%	62
2021 Q2	$552K	Buy	+8,844	New	+$545K	0.54%	52

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Warther Private Wealth's MDLZ Position: Q1 2023 in Review

Warther Private Wealth sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 4,223 shares — an estimated $281K sold.

Warther Private Wealth first reported a position in MDLZ in Q2 2021 and held it in 7 quarters. The position peaked at $587K in Q4 2021. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

Warther Private Wealth reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
Warther Private Wealth sold 4,223 Mondelez International shares in Q1 2023, an estimated $281K.
Warther Private Wealth first reported a position in Mondelez International in Q2 2021 and held it in 7 quarters.
Warther Private Wealth's Mondelez International position peaked at $587K in Q4 2021.
1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Warther Private Wealth's 13F filing for Q1 2023, filed 30 May 2023.