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YorkBridge Wealth Partners’s Mondelez International MDLZ Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$3.39M Sell
50,857
-358
-0.7% -$22.6K 0.86% 26
2022
Q3 		$2.81M Buy
51,215
+1,082
+2% +$67.2K 0.72% 34
2022
Q2 		$3.11M Buy
50,133
+617
+1% +$39K 0.81% 27
2022
Q1 		$3.11M Buy
49,516
+980
+2% +$63.8K 0.68% 35
2021
Q4 		$3.22M Sell
48,536
-675
-1% -$41.7K 0.72% 36
2021
Q3 		$2.86M Buy
49,211
+2,351
+5% +$146K 0.72% 39
2021
Q2 		$2.93M Buy
46,860
+1,238
+3% +$76.3K 0.76% 36
2021
Q1 		$2.67M Buy
45,622
+32,331
+243% +$1.83M 0.79% 34
2020
Q4 		$777K Buy
13,291
+1,138
+9% +$65K 0.26% 82
2020
Q3 		$698K Buy
12,153
+13
+0.1% +$724 0.29% 75
2020
Q2 		$621K Buy
12,140
+283
+2% +$14.5K 0.28% 78
2020
Q1 		$594K Buy
11,857
+828
+8% +$44.9K 0.37% 74
2019
Q4 		$607K Buy
11,029
+508
+5% +$27.2K 0.28% 87
2019
Q3 		$582K Sell
10,521
-2,410
-19% -$132K 0.29% 87
2019
Q2 		$697K Buy
12,931
+19
+0.1% +$987 0.31% 76
2019
Q1 		$645K Sell
12,912
-814
-6% -$37.3K 0.3% 77
2018
Q4 		$549K Buy
13,726
+13
+0.1% +$554 0.29% 84
2018
Q3 		$587K Buy
13,713
+2,865
+26% +$122K 0.27% 89
2018
Q2 		$445K Buy
10,848
+1,056
+11% +$42.4K 0.2% 108
2018
Q1 		$412K Buy
9,792
+619
+7% +$26.9K 0.19% 112
2017
Q4 		$403K Buy
9,173
+1,781
+24% +$74.8K 0.19% 113
2017
Q3 		$301K Sell
7,392
-2,844
-28% -$121K 0.16% 130
2017
Q2 		$442K Buy
10,236
+456
+5% +$20.6K 0.23% 92
2017
Q1 		$428K Buy
9,780
+1,740
+22% +$77.1K 0.22% 96
2016
Q4 		$348K Buy
+8,040
New +$346K 0.21% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's MDLZ Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Mondelez International (MDLZ) stake by 0.7% in Q4 2022, selling an estimated $22.6K and leaving 50,857 shares worth $3.39M. The position accounts for 0.86% of the portfolio, ranked #26.

YorkBridge Wealth Partners first reported a position in MDLZ in Q4 2016 and has held it in 25 quarters since. 1,831 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • YorkBridge Wealth Partners held 50,857 shares of Mondelez International worth $3.39M as of Q4 2022.
  • YorkBridge Wealth Partners sold 358 Mondelez International shares in Q4 2022, an estimated $22.6K.
  • Mondelez International made up 0.86% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #26 holding.
  • YorkBridge Wealth Partners first reported a position in Mondelez International in Q4 2016 and has held it in 25 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.