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Analyst IMS Investment Management Services’s Mondelez International MDLZ Stock Holding History

Analyst IMS Investment Management Services’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
Q1 		– Sell
-13,850
Closed -$763K – 91
2019
Q4 		$763K Sell
13,850
-450
-3% -$24.1K 0.21% 63
2019
Q3 		$796K Sell
14,300
-200
-1% -$10.9K 0.24% 58
2019
Q2 		$782K Sell
14,500
-6,039
-29% -$314K 0.23% 60
2019
Q1 		$1.02M Sell
20,539
-2,567
-11% -$118K 0.32% 54
2018
Q4 		$925K Buy
23,106
+2,886
+14% +$123K 0.15% 54
2018
Q3 		$874K Sell
20,220
-4,924
-20% -$210K 0.14% 62
2018
Q2 		$1.03M Buy
25,144
+1,220
+5% +$49K 0.31% 53
2018
Q1 		$969K Sell
23,924
-761
-3% -$33.1K 0.31% 62
2017
Q4 		$1.06M Buy
24,685
+2,614
+12% +$110K 0.32% 62
2017
Q3 		$894K Buy
22,071
+5,625
+34% +$239K 0.29% 69
2017
Q2 		$710K Buy
16,446
+704
+4% +$31.7K 0.25% 71
2017
Q1 		$681K Sell
15,742
-209
-1% -$9.26K 0.27% 70
2016
Q4 		$707K Buy
15,951
+919
+6% +$39.6K 0.31% 62
2016
Q3 		$660K Buy
+15,032
New +$659K 0.28% 63

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Analyst IMS Investment Management Services's MDLZ Position: Q1 2020 in Review

Analyst IMS Investment Management Services sold out of Mondelez International (MDLZ) in Q1 2020, closing a stake of 13,850 shares — an estimated $763K sold.

Analyst IMS Investment Management Services first reported a position in MDLZ in Q3 2016 and held it in 14 quarters. The position peaked at $1.06M in Q4 2017. 1,530 funds tracked by Wall St. Rank hold MDLZ as of Q1 2020.

  • Analyst IMS Investment Management Services reported no remaining Mondelez International position as of Q1 2020 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 13,850 Mondelez International shares in Q1 2020, an estimated $763K.
  • Analyst IMS Investment Management Services first reported a position in Mondelez International in Q3 2016 and held it in 14 quarters.
  • Analyst IMS Investment Management Services's Mondelez International position peaked at $1.06M in Q4 2017.
  • 1,530 funds tracked by Wall St. Rank held Mondelez International as of Q1 2020.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2020, filed 11 May 2020.