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Axial Capital Management’s Mondelez International MDLZ Stock Holding History

Axial Capital 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
2013
Q4 		– Sell
-499,564
Closed -$15.7M – 7
2013
Q3 		$15.7M Sell
499,564
-58,322
-10% -$1.81M 3.17% 7
2013
Q2 		$15.9M Buy
+557,886
New +$17M 2.82% 9

Other funds holding MDLZ

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Axial Capital Management's MDLZ Position: Q4 2013 in Review

Axial Capital Management sold out of Mondelez International (MDLZ) in Q4 2013, closing a stake of 499,564 shares — an estimated $15.7M sold.

Axial Capital Management first reported a position in MDLZ in Q2 2013 and held it in 2 quarters. The position peaked at $15.9M in Q2 2013. 1,074 funds tracked by Wall St. Rank hold MDLZ as of Q4 2013.

  • Axial Capital Management reported no remaining Mondelez International position as of Q4 2013 after selling out during the quarter.
  • Axial Capital Management sold 499,564 Mondelez International shares in Q4 2013, an estimated $15.7M.
  • Axial Capital Management first reported a position in Mondelez International in Q2 2013 and held it in 2 quarters.
  • Axial Capital Management's Mondelez International position peaked at $15.9M in Q2 2013.
  • 1,074 funds tracked by Wall St. Rank held Mondelez International as of Q4 2013.

Based on Axial Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.