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WealthStone’s Mondelez International MDLZ Stock Holding History

WealthStone’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
2021
Q1 		$215K Buy
+3,676
New +$208K 0.08% 236
2019
Q3 		– Sell
-36,504
Closed -$1.97M – 374
2019
Q2 		$1.97M Buy
+36,504
New +$1.9M 0.88% 18

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's MDLZ Position: Q1 2021 in Review

WealthStone opened a new position in Mondelez International (MDLZ) in Q1 2021: 3,676 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #236 among its holdings. This is a return to the name: WealthStone previously reported a position in MDLZ as recently as Q2 2019.

WealthStone first reported a position in MDLZ in Q2 2019 and has held it in 2 quarters since. The position peaked at $1.97M in Q2 2019. 1,640 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • WealthStone held 3,676 shares of Mondelez International worth $215K as of Q1 2021.
  • Mondelez International was a new WealthStone position in Q1 2021.
  • Mondelez International made up 0.08% of WealthStone's portfolio in Q1 2021, its #236 holding.
  • WealthStone first reported a position in Mondelez International in Q2 2019 and has held it in 2 quarters since.
  • WealthStone's Mondelez International position peaked at $1.97M in Q2 2019.
  • 1,640 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.