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Executive Wealth Management’s Mondelez International MDLZ Stock Holding History

Executive 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
-2,023
Closed -$109K – 517
2019
Q2 		$109K Hold
2,023
– – 0.02% 209
2019
Q1 		$101K Buy
2,023
+367
+22% +$16.8K 0.02% 195
2018
Q4 		$66K Buy
+1,656
New +$70.6K 0.01% 243

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Executive Wealth Management sold out of Mondelez International (MDLZ) in Q3 2019, closing a stake of 2,023 shares — an estimated $109K sold.

Executive Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 3 quarters. The position peaked at $109K in Q2 2019. 1,497 funds tracked by Wall St. Rank hold MDLZ as of Q3 2019.

  • Executive Wealth Management reported no remaining Mondelez International position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,023 Mondelez International shares in Q3 2019, an estimated $109K.
  • Executive Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Mondelez International position peaked at $109K in Q2 2019.
  • 1,497 funds tracked by Wall St. Rank held Mondelez International as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.