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Financial Gravity Companies’s Mondelez International MDLZ Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+15
New +$639 ﹤0.01% 1145
2018
Q1 		$0 Sell
6
-114
-95% -$4.95K ﹤0.01% 1537
2017
Q4 		$5K Buy
+120
New +$5.04K 0.01% 720

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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Financial Gravity Companies's MDLZ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Mondelez International (MDLZ) in Q4 2018: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MDLZ as recently as Q1 2018.

Financial Gravity Companies first reported a position in MDLZ in Q4 2017 and has held it in 3 quarters since. The position peaked at $5K in Q4 2017. 1,407 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

  • Financial Gravity Companies held 15 shares of Mondelez International worth $1K as of Q4 2018.
  • Mondelez International was a new Financial Gravity Companies position in Q4 2018.
  • Mondelez International made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1145 holding.
  • Financial Gravity Companies first reported a position in Mondelez International in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Mondelez International position peaked at $5K in Q4 2017.
  • 1,407 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.