Westshore Wealth’s Mondelez International MDLZ Stock Holding History

Westshore 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 Q2	–	Sell	-3,431	Closed	-$239K	–	116
2023 Q1	$239K	Buy	+3,431	New	+$227K	0.13%	90

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Westshore Wealth's MDLZ Position: Q2 2023 in Review

Westshore Wealth sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 3,431 shares — an estimated $239K sold.

Westshore Wealth first reported a position in MDLZ in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 1,934 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

Westshore Wealth reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
Westshore Wealth sold 3,431 Mondelez International shares in Q2 2023, an estimated $239K.
Westshore Wealth first reported a position in Mondelez International in Q1 2023 and held it in 1 quarter.
Westshore Wealth's Mondelez International position peaked at $239K in Q1 2023.
1,934 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Westshore Wealth's 13F filing for Q2 2023, filed 5 Sep 2023.