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Girard Securities’s Mondelez International MDLZ Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-5,902
Closed -$240K – 72
2017
Q3 		$240K Sell
5,902
-705
-11% -$29.9K 0.21% 104
2017
Q2 		$286K Sell
6,607
-671
-9% -$30.3K 0.21% 115
2017
Q1 		$314K Buy
7,278
+1,070
+17% +$47.4K 0.27% 107
2016
Q4 		$275K Buy
6,208
+182
+3% +$7.84K 0.24% 123
2016
Q3 		$265K Sell
6,026
-377
-6% -$16.5K 0.27% 114
2016
Q2 		$291K Buy
6,403
+61
+1% +$2.66K 0.27% 109
2016
Q1 		$255K Sell
6,342
-33
-0.5% -$1.34K 0.25% 113
2015
Q4 		$285K Buy
+6,375
New +$285K 0.28% 108

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Girard Securities's MDLZ Position: Q4 2017 in Review

Girard Securities sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 5,902 shares — an estimated $240K sold.

Girard Securities first reported a position in MDLZ in Q4 2015 and held it in 8 quarters. The position peaked at $314K in Q1 2017. 1,343 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • Girard Securities reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 5,902 Mondelez International shares in Q4 2017, an estimated $240K.
  • Girard Securities first reported a position in Mondelez International in Q4 2015 and held it in 8 quarters.
  • Girard Securities's Mondelez International position peaked at $314K in Q1 2017.
  • 1,343 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.