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Berman Capital Advisors’s Mondelez International MDLZ Stock Holding History

Berman Capital 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
Q3 		$504K Buy
8,664
+2,158
+33% +$134K 0.08% 133
2021
Q2 		$406K Buy
6,506
+888
+16% +$54.7K 0.06% 141
2021
Q1 		$328K Buy
5,618
+297
+6% +$16.8K 0.07% 136
2020
Q4 		$310K Buy
5,321
+247
+5% +$14.1K 0.07% 119
2020
Q3 		$290K Sell
5,074
-74
-1% -$4.12K 0.08% 107
2020
Q2 		$262K Buy
5,148
+1,435
+39% +$73.7K 0.07% 118
2020
Q1 		$185K Buy
3,713
+1,053
+40% +$57K 0.06% 127
2019
Q4 		$146K Buy
2,660
+2
+0.1% +$107 0.04% 174
2019
Q3 		$147K Sell
2,658
-4
-0.2% -$219 0.05% 162
2019
Q2 		$143K Buy
2,662
+215
+9% +$11.2K 0.05% 167
2019
Q1 		$122K Sell
2,447
-23
-0.9% -$1.05K 0.04% 168
2018
Q4 		$98K Buy
+2,470
New +$105K 0.04% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's MDLZ Position: Q3 2021 in Review

Berman Capital Advisors increased its Mondelez International (MDLZ) stake by 33% in Q3 2021, buying an estimated $134K and bringing the position to 8,664 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #133.

Berman Capital Advisors first reported a position in MDLZ in Q4 2018 and has held it in 12 quarters since. 1,652 funds tracked by Wall St. Rank hold MDLZ as of Q3 2021.

  • Berman Capital Advisors held 8,664 shares of Mondelez International worth $504K as of Q3 2021.
  • Berman Capital Advisors bought 2,158 Mondelez International shares in Q3 2021, an estimated $134K.
  • Mondelez International made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #133 holding.
  • Berman Capital Advisors first reported a position in Mondelez International in Q4 2018 and has held it in 12 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Mondelez International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.