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Aldebaran Financial’s Mondelez International MDLZ Stock Holding History

Aldebaran Financial’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
2019
Q2 		– Sell
-4,707
Closed -$235K – 97
2019
Q1 		$235K Buy
+4,707
New +$216K 0.17% 96
2018
Q3 		– Sell
-5,402
Closed -$222K – 99
2018
Q2 		$222K Hold
5,402
– – 0.15% 92
2018
Q1 		$225K Sell
5,402
-100
-2% -$4.34K 0.15% 95
2017
Q4 		$236K Sell
5,502
-250
-4% -$10.5K 0.16% 91
2017
Q3 		$234K Hold
5,752
– – 0.16% 92
2017
Q2 		$248K Hold
5,752
– – 0.18% 87
2017
Q1 		$248K Hold
5,752
– – 0.19% 85
2016
Q4 		$255K Sell
5,752
-2,600
-31% -$112K 0.2% 89
2016
Q3 		$367K Hold
8,352
– – 0.29% 78
2016
Q2 		$385K Sell
8,352
-5,900
-41% -$257K 0.31% 76
2016
Q1 		$572K Hold
14,252
– – 0.5% 59
2015
Q4 		$625K Hold
14,252
– – 0.58% 54
2015
Q3 		$600K Sell
14,252
-200
-1% -$8.62K 0.57% 56
2015
Q2 		$598K Sell
14,452
-1,300
-8% -$51K 0.5% 57
2015
Q1 		$569K Buy
15,752
+750
+5% +$27.1K 0.49% 63
2014
Q4 		$545K Sell
15,002
-750
-5% -$27.3K 0.48% 65
2014
Q3 		$540K Buy
15,752
+750
+5% +$27.3K 0.48% 63
2014
Q2 		$564K Sell
15,002
-816
-5% -$29.8K 0.44% 69
2014
Q1 		$547K Hold
15,818
– – 0.48% 70
2013
Q4 		$558K Buy
+15,818
New +$526K 0.53% 62

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Aldebaran Financial's MDLZ Position: Q2 2019 in Review

Aldebaran Financial sold out of Mondelez International (MDLZ) in Q2 2019, closing a stake of 4,707 shares — an estimated $235K sold.

Aldebaran Financial first reported a position in MDLZ in Q4 2013 and held it in 20 quarters. The position peaked at $625K in Q4 2015. 1,469 funds tracked by Wall St. Rank hold MDLZ as of Q2 2019.

  • Aldebaran Financial reported no remaining Mondelez International position as of Q2 2019 after selling out during the quarter.
  • Aldebaran Financial sold 4,707 Mondelez International shares in Q2 2019, an estimated $235K.
  • Aldebaran Financial first reported a position in Mondelez International in Q4 2013 and held it in 20 quarters.
  • Aldebaran Financial's Mondelez International position peaked at $625K in Q4 2015.
  • 1,469 funds tracked by Wall St. Rank held Mondelez International as of Q2 2019.

Based on Aldebaran Financial's 13F filing for Q2 2019, filed 14 Aug 2019.