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Widmann Financial Services’s Mondelez International MDLZ Stock Holding History

Widmann Financial Services’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 		– Sell
-1,592
Closed -$104K – 121
2024
Q2 		$104K Buy
+1,592
New +$109K 0.08% 128
2022
Q1 		– Sell
-1,412
Closed -$93K – 294
2021
Q4 		$93K Buy
+1,412
New +$87.1K 0.08% 129

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Widmann Financial Services's MDLZ Position: Q3 2024 in Review

Widmann Financial Services sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 1,592 shares — an estimated $104K sold.

Widmann Financial Services first reported a position in MDLZ in Q4 2021 and held it in 2 quarters. The position peaked at $104K in Q2 2024. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Widmann Financial Services reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 1,592 Mondelez International shares in Q3 2024, an estimated $104K.
  • Widmann Financial Services first reported a position in Mondelez International in Q4 2021 and held it in 2 quarters.
  • Widmann Financial Services's Mondelez International position peaked at $104K in Q2 2024.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.