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CA Family Wealth’s Mondelez International MDLZ Stock Holding History

CA Family Wealth’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
-3,785
Closed -$208K – 102
2019
Q4 		$208K Buy
+3,785
New +$202K 0.14% 124

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CA Family Wealth's MDLZ Position: Q1 2020 in Review

CA Family Wealth sold out of Mondelez International (MDLZ) in Q1 2020, closing a stake of 3,785 shares — an estimated $208K sold.

CA Family Wealth first reported a position in MDLZ in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 1,529 funds tracked by Wall St. Rank hold MDLZ as of Q1 2020.

  • CA Family Wealth reported no remaining Mondelez International position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 3,785 Mondelez International shares in Q1 2020, an estimated $208K.
  • CA Family Wealth first reported a position in Mondelez International in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Mondelez International position peaked at $208K in Q4 2019.
  • 1,529 funds tracked by Wall St. Rank held Mondelez International as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.