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Edge Advisors’s Mondelez International MDLZ Stock Holding History

Edge 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
2018
Q2 		$87K Sell
2,143
-84
-4% -$3.38K 0.01% 423
2018
Q1 		$92K Sell
2,227
-643
-22% -$27.9K 0.01% 418
2017
Q4 		$122K Sell
2,870
-1,878
-40% -$78.9K 0.01% 368
2017
Q3 		$192K Sell
4,748
-1,027
-18% -$43.6K 0.02% 309
2017
Q2 		$249K Sell
5,775
-91
-2% -$4.1K 0.03% 292
2017
Q1 		$252K Buy
5,866
+700
+14% +$31K 0.03% 293
2016
Q4 		$228K Buy
+5,166
New +$223K 0.03% 296

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Edge Advisors's MDLZ Position: Q2 2018 in Review

Edge Advisors reduced its Mondelez International (MDLZ) stake by 3.8% in Q2 2018, selling an estimated $3.38K and leaving 2,143 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #423.

Edge Advisors first reported a position in MDLZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $252K in Q1 2017. 1,350 funds tracked by Wall St. Rank hold MDLZ as of Q2 2018.

  • Edge Advisors held 2,143 shares of Mondelez International worth $87K as of Q2 2018.
  • Edge Advisors sold 84 Mondelez International shares in Q2 2018, an estimated $3.38K.
  • Mondelez International made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #423 holding.
  • Edge Advisors first reported a position in Mondelez International in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Mondelez International position peaked at $252K in Q1 2017.
  • 1,350 funds tracked by Wall St. Rank held Mondelez International as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.