CSat Investment Advisory’s Mondelez International MDLZ Stock Holding History

CSat Investment Advisory’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 Q1	$11K	Buy	180 +55	+44%	+$3.1K	0.01%	441
2020 Q4	$7K	Sell	125 -7,319	-98%	-$418K	0.01%	460
2020 Q3	$428K	Buy	7,444 +669	+10%	+$37.2K	0.04%	189
2020 Q2	$347K	Buy	6,775 +873	+15%	+$44.8K	0.04%	217
2020 Q1	$296K	Buy	5,902 +2,306	+64%	+$125K	0.06%	189
2019 Q4	$198K	Buy	3,596 +1,120	+45%	+$59.9K	0.05%	235
2019 Q3	$137K	Buy	2,476 +258	+12%	+$14.1K	0.04%	265
2019 Q2	$120K	Buy	2,218 +2,126	+2,311%	+$110K	0.04%	266
2019 Q1	$5K	Hold	92	–	–	﹤0.01%	502
2018 Q4	$4K	Buy	92 +14	+18%	+$597	﹤0.01%	505
2018 Q3	$3K	Buy	78 +4	+5%	+$171	﹤0.01%	511
2018 Q2	$3K	Buy	+74	New	+$2.97K	﹤0.01%	507

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's MDLZ Position: Q1 2021 in Review

CSat Investment Advisory increased its Mondelez International (MDLZ) stake by 44% in Q1 2021, buying an estimated $3.1K and bringing the position to 180 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #441.

CSat Investment Advisory first reported a position in MDLZ in Q2 2018 and has held it in 12 quarters since. The position peaked at $428K in Q3 2020. 1,641 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

CSat Investment Advisory held 180 shares of Mondelez International worth $11K as of Q1 2021.
CSat Investment Advisory bought 55 Mondelez International shares in Q1 2021, an estimated $3.1K.
Mondelez International made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #441 holding.
CSat Investment Advisory first reported a position in Mondelez International in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Mondelez International position peaked at $428K in Q3 2020.
1,641 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.