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Fortis Advisors’s Mondelez International MDLZ Stock Holding History

Fortis 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
2020
Q2 		– Sell
-75
Closed -$4K – 261
2020
Q1 		$4K Sell
75
-1,000
-93% -$54.2K ﹤0.01% 289
2019
Q4 		$59K Hold
1,075
– – 0.04% 203
2019
Q3 		$59K Buy
1,075
+75
+8% +$4.1K 0.03% 202
2019
Q2 		$54K Hold
1,000
– – 0.03% 222
2019
Q1 		$50K Hold
1,000
– – 0.03% 219
2018
Q4 		$40K Hold
1,000
– – 0.02% 228
2018
Q3 		$43K Hold
1,000
– – 0.02% 218
2018
Q2 		$41K Buy
+1,000
New +$40.2K 0.02% 217
2018
Q1 		– Sell
-526
Closed -$23K – 316
2017
Q4 		$23K Buy
526
+3
+0.6% +$126 0.01% 201
2017
Q3 		$21K Buy
+523
New +$22.2K 0.01% 202

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 $3.38T AUM 44.17% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Advisors's MDLZ Position: Q2 2020 in Review

Fortis Advisors sold out of Mondelez International (MDLZ) in Q2 2020, closing a stake of 75 shares — an estimated $4K sold.

Fortis Advisors first reported a position in MDLZ in Q3 2017 and held it in 10 quarters. The position peaked at $59K in Q4 2019. 1,552 funds tracked by Wall St. Rank hold MDLZ as of Q2 2020.

  • Fortis Advisors reported no remaining Mondelez International position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 75 Mondelez International shares in Q2 2020, an estimated $4K.
  • Fortis Advisors first reported a position in Mondelez International in Q3 2017 and held it in 10 quarters.
  • Fortis Advisors's Mondelez International position peaked at $59K in Q4 2019.
  • 1,552 funds tracked by Wall St. Rank held Mondelez International as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.