AIM
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Alambic Investment Management’s Mondelez International MDLZ Stock Holding History

Alambic Investment 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
2020
Q3 		– Sell
-4,255
Closed -$218K – 129
2020
Q2 		$218K Buy
+4,255
New +$219K 0.55% 87
2017
Q2 		– Sell
-106,000
Closed -$4.57M – 640
2017
Q1 		$4.57M Buy
+106,000
New +$4.7M 0.56% 30
2016
Q2 		– Sell
-8,500
Closed -$341K – 568
2016
Q1 		$341K Buy
+8,500
New +$346K 0.11% 293

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alambic Investment Management's MDLZ Position: Q3 2020 in Review

Alambic Investment Management sold out of Mondelez International (MDLZ) in Q3 2020, closing a stake of 4,255 shares — an estimated $218K sold.

Alambic Investment Management first reported a position in MDLZ in Q1 2016 and held it in 3 quarters. The position peaked at $4.57M in Q1 2017. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

  • Alambic Investment Management reported no remaining Mondelez International position as of Q3 2020 after selling out during the quarter.
  • Alambic Investment Management sold 4,255 Mondelez International shares in Q3 2020, an estimated $218K.
  • Alambic Investment Management first reported a position in Mondelez International in Q1 2016 and held it in 3 quarters.
  • Alambic Investment Management's Mondelez International position peaked at $4.57M in Q1 2017.
  • 1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Alambic Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.