FIM
MDLZ icon

Foresters Investment Management’s Mondelez International MDLZ Stock Holding History

Foresters Investment 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 		$22M Sell
398,400
-16,250
-4% -$889K 0.44% 71
2019
Q2 		$22.4M Buy
414,650
+115,600
+39% +$6M 0.4% 76
2019
Q1 		$14.9M Sell
299,050
-181,900
-38% -$8.35M 0.26% 132
2018
Q4 		$19.3M Buy
480,950
+101,550
+27% +$4.33M 0.36% 92
2018
Q3 		$16.3M Buy
+379,400
New +$16.2M 0.26% 126

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

Foresters Investment Management's MDLZ Position: Q3 2019 in Review

Foresters Investment Management reduced its Mondelez International (MDLZ) stake by 3.9% in Q3 2019, selling an estimated $889K and leaving 398,400 shares worth $22M. The position accounts for 0.44% of the portfolio, ranked #71.

Foresters Investment Management first reported a position in MDLZ in Q3 2018 and has held it in 5 quarters since. The position peaked at $22.4M in Q2 2019. 1,497 funds tracked by Wall St. Rank hold MDLZ as of Q3 2019.

  • Foresters Investment Management held 398,400 shares of Mondelez International worth $22M as of Q3 2019.
  • Foresters Investment Management sold 16,250 Mondelez International shares in Q3 2019, an estimated $889K.
  • Mondelez International made up 0.44% of Foresters Investment Management's portfolio in Q3 2019, its #71 holding.
  • Foresters Investment Management first reported a position in Mondelez International in Q3 2018 and has held it in 5 quarters since.
  • Foresters Investment Management's Mondelez International position peaked at $22.4M in Q2 2019.
  • 1,497 funds tracked by Wall St. Rank held Mondelez International as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.