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Artemis Investment Management’s Mondelez International MDLZ Stock Holding History

Artemis 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
2024
Q1 		– Sell
-118,849
Closed -$8.61M – 237
2023
Q4 		$8.61M Sell
118,849
-789,139
-87% -$54.1M 0.12% 130
2023
Q3 		$63M Sell
907,988
-127,988
-12% -$9.22M 0.88% 35
2023
Q2 		$75.5M Buy
1,035,976
+609,077
+143% +$45M 0.94% 29
2023
Q1 		$29.7M Buy
+426,899
New +$28.3M 0.36% 86
2020
Q4 		– Sell
-334,850
Closed -$19.2M – 285
2020
Q3 		$19.2M Sell
334,850
-572,524
-63% -$31.9M 0.24% 118
2020
Q2 		$46.5M Sell
907,374
-422,183
-32% -$21.7M 0.63% 46
2020
Q1 		$66.7M Sell
1,329,557
-228,148
-15% -$12.4M 0.11% 26
2019
Q4 		$85.8M Buy
1,557,705
+699,497
+82% +$37.4M 1.08% 21
2019
Q3 		$47.4M Buy
858,208
+220,110
+34% +$12M 0.65% 51
2019
Q2 		$34.3M Buy
+638,098
New +$33.1M 0.41% 76
2019
Q1 		– Sell
-80,000
Closed -$3.2M – 291
2018
Q4 		$3.2M Sell
80,000
-70,000
-47% -$2.98M 0.04% 228
2018
Q3 		$6.45M Sell
150,000
-266,000
-64% -$11.3M 0.07% 229
2018
Q2 		$17.1M Sell
416,000
-247,600
-37% -$9.95M 0.23% 111
2018
Q1 		$27.7M Buy
663,600
+177,800
+37% +$7.72M 0.43% 65
2017
Q4 		$20.8M Buy
485,800
+365,800
+305% +$15.4M 0.35% 77
2017
Q3 		$4.88M Buy
120,000
+40,000
+50% +$1.7M 0.1% 170
2017
Q2 		$3.46M Buy
+80,000
New +$3.61M 0.08% 175
2016
Q2 		– Sell
-40,000
Closed -$1.6M – 255
2016
Q1 		$1.6M Buy
+40,000
New +$1.63M 0.04% 182
2015
Q4 		– Sell
-60,000
Closed -$2.51M – 237
2015
Q3 		$2.51M Sell
60,000
-190,000
-76% -$8.19M 0.07% 155
2015
Q2 		$10.3M Sell
250,000
-30,000
-11% -$1.18M 0.33% 72
2015
Q1 		$10.1M Buy
+280,000
New +$10.1M 0.4% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artemis Investment Management's MDLZ Position: Q1 2024 in Review

Artemis Investment Management sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 118,849 shares — an estimated $8.61M sold.

Artemis Investment Management first reported a position in MDLZ in Q1 2015 and held it in 21 quarters. The position peaked at $85.8M in Q4 2019. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • Artemis Investment Management reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
  • Artemis Investment Management sold 118,849 Mondelez International shares in Q1 2024, an estimated $8.61M.
  • Artemis Investment Management first reported a position in Mondelez International in Q1 2015 and held it in 21 quarters.
  • Artemis Investment Management's Mondelez International position peaked at $85.8M in Q4 2019.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on Artemis Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.