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Destination Wealth Management’s Mondelez International MDLZ Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-1,164
Closed -$63K – 351
2019
Q2 		$63K Sell
1,164
-312
-21% -$16.2K ﹤0.01% 245
2019
Q1 		$74K Buy
1,476
+402
+37% +$18.4K ﹤0.01% 219
2018
Q4 		$43K Sell
1,074
-1,000
-48% -$42.6K ﹤0.01% 274
2018
Q3 		$89K Buy
2,074
+1,500
+261% +$64K 0.01% 216
2018
Q2 		$24K Sell
574
-747
-57% -$30K ﹤0.01% 332
2018
Q1 		$55K Buy
+1,321
New +$57.4K ﹤0.01% 241

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's MDLZ Position: Q3 2019 in Review

Destination Wealth Management sold out of Mondelez International (MDLZ) in Q3 2019, closing a stake of 1,164 shares — an estimated $63K sold.

Destination Wealth Management first reported a position in MDLZ in Q1 2018 and held it in 6 quarters. The position peaked at $89K in Q3 2018. 1,498 funds tracked by Wall St. Rank hold MDLZ as of Q3 2019.

  • Destination Wealth Management reported no remaining Mondelez International position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,164 Mondelez International shares in Q3 2019, an estimated $63K.
  • Destination Wealth Management first reported a position in Mondelez International in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Mondelez International position peaked at $89K in Q3 2018.
  • 1,498 funds tracked by Wall St. Rank held Mondelez International as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.