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Elm Advisors’s Mondelez International MDLZ Stock Holding History

Elm 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
Q1 		– Sell
-747
Closed -$44K – 194
2020
Q4 		$44K Buy
+747
New +$42.7K 0.03% 171
2018
Q4 		– Sell
-747
Closed -$32K – 194
2018
Q3 		$32K Buy
+747
New +$31.9K 0.02% 189

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elm Advisors's MDLZ Position: Q1 2021 in Review

Elm Advisors sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 747 shares — an estimated $44K sold.

Elm Advisors first reported a position in MDLZ in Q3 2018 and held it in 2 quarters. The position peaked at $44K in Q4 2020. 1,642 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • Elm Advisors reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 747 Mondelez International shares in Q1 2021, an estimated $44K.
  • Elm Advisors first reported a position in Mondelez International in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Mondelez International position peaked at $44K in Q4 2020.
  • 1,642 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.