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Zullo Investment Group’s Mondelez International MDLZ Stock Holding History

Zullo Investment Group’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
-1,364
Closed -$90.9K – 475
2022
Q4 		$90.9K Sell
1,364
-1,009
-43% -$63.8K 0.06% 210
2022
Q3 		$130K Sell
2,373
-118
-5% -$7.33K 0.08% 174
2022
Q2 		$155K Sell
2,491
-11
-0.4% -$695 0.1% 164
2022
Q1 		$157K Sell
2,502
-82
-3% -$5.34K 0.08% 179
2021
Q4 		$171K Buy
+2,584
New +$159K 0.09% 175

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zullo Investment Group's MDLZ Position: Q1 2023 in Review

Zullo Investment Group sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 1,364 shares — an estimated $90.9K sold.

Zullo Investment Group first reported a position in MDLZ in Q4 2021 and held it in 5 quarters. The position peaked at $171K in Q4 2021. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

  • Zullo Investment Group reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,364 Mondelez International shares in Q1 2023, an estimated $90.9K.
  • Zullo Investment Group first reported a position in Mondelez International in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Mondelez International position peaked at $171K in Q4 2021.
  • 1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.