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Bel Air Investment Advisors’s Mondelez International MDLZ Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		– Sell
-3,903
Closed -$228K – 447
2021
Q1 		$228K Buy
+3,903
New +$220K 0.01% 373

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's MDLZ Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 3,903 shares — an estimated $228K sold.

Bel Air Investment Advisors first reported a position in MDLZ in Q1 2021 and held it in 1 quarter. The position peaked at $228K in Q1 2021. 1,668 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 3,903 Mondelez International shares in Q2 2021, an estimated $228K.
  • Bel Air Investment Advisors first reported a position in Mondelez International in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Mondelez International position peaked at $228K in Q1 2021.
  • 1,668 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.