1M
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13D Management’s Mondelez International MDLZ Stock Holding History

13D Management’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
2017
Q4 		– Sell
-252,693
Closed -$10.3M – 35
2017
Q3 		$10.3M Buy
252,693
+25,828
+11% +$1.1M 3.9% 15
2017
Q2 		$9.8M Sell
226,865
-8,755
-4% -$395K 3.47% 11
2017
Q1 		$10.2M Sell
235,620
-6,167
-3% -$273K 3.98% 7
2016
Q4 		$10.7M Buy
241,787
+17,310
+8% +$746K 4.39% 5
2016
Q3 		$9.86M Buy
224,477
+23,053
+11% +$1.01M 4.11% 8
2016
Q2 		$9.17M Buy
201,424
+8,653
+4% +$377K 3.77% 11
2016
Q1 		$7.73M Sell
192,771
-50,984
-21% -$2.08M 3.49% 15
2015
Q4 		$10.9M Sell
243,755
-155,418
-39% -$6.95M 3.33% 11
2015
Q3 		$16.7M Buy
+399,173
New +$17.2M 4.45% 10

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 $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

13D Management's MDLZ Position: Q4 2017 in Review

13D Management sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 252,693 shares — an estimated $10.3M sold.

13D Management first reported a position in MDLZ in Q3 2015 and held it in 9 quarters. The position peaked at $16.7M in Q3 2015. 1,344 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • 13D Management reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
  • 13D Management sold 252,693 Mondelez International shares in Q4 2017, an estimated $10.3M.
  • 13D Management first reported a position in Mondelez International in Q3 2015 and held it in 9 quarters.
  • 13D Management's Mondelez International position peaked at $16.7M in Q3 2015.
  • 1,344 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on 13D Management's 13F filing for Q4 2017, filed 14 Feb 2018.