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Hillsdale Investment Management’s Mondelez International MDLZ Stock Holding History

Hillsdale 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
2023
Q4 		– Sell
-1,129
Closed -$78.4K – 612
2023
Q3 		$78.4K Buy
+1,129
New +$81.4K 0.01% 409
2021
Q1 		– Sell
-140
Closed -$8K – 626
2020
Q4 		$8K Sell
140
-660
-83% -$37.7K ﹤0.01% 522
2020
Q3 		$46K Buy
800
+740
+1,233% +$41.2K ﹤0.01% 433
2020
Q2 		$3K Sell
60
-600
-91% -$30.8K ﹤0.01% 523
2020
Q1 		$33K Buy
660
+590
+843% +$32K ﹤0.01% 451
2019
Q4 		$4K Sell
70
-30
-30% -$1.6K ﹤0.01% 545
2019
Q3 		$6K Buy
+100
New +$5.47K ﹤0.01% 533
2015
Q4 		– Sell
-2,900
Closed -$121K – 551
2015
Q3 		$121K Buy
2,900
+100
+4% +$4.31K 0.04% 380
2015
Q2 		$115K Sell
2,800
-1,000
-26% -$39.2K 0.03% 397
2015
Q1 		$137K Buy
3,800
+1,800
+90% +$65.1K 0.04% 374
2014
Q4 		$73K Sell
2,000
-1,000
-33% -$36.4K 0.02% 430
2014
Q3 		$103K Buy
3,000
+600
+25% +$21.9K 0.03% 383
2014
Q2 		$90K Sell
2,400
-600
-20% -$21.9K 0.02% 399
2014
Q1 		$104K Buy
3,000
+1,000
+50% +$34.2K 0.03% 372
2013
Q4 		$71K Buy
2,000
+200
+11% +$6.65K 0.02% 409
2013
Q3 		$57K Sell
1,800
-1,000
-36% -$31K 0.02% 400
2013
Q2 		$80K Buy
+2,800
New +$85.2K 0.03% 384

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hillsdale Investment Management's MDLZ Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 1,129 shares — an estimated $78.4K sold.

Hillsdale Investment Management first reported a position in MDLZ in Q2 2013 and held it in 17 quarters. The position peaked at $137K in Q1 2015. 2,000 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,129 Mondelez International shares in Q4 2023, an estimated $78.4K.
  • Hillsdale Investment Management first reported a position in Mondelez International in Q2 2013 and held it in 17 quarters.
  • Hillsdale Investment Management's Mondelez International position peaked at $137K in Q1 2015.
  • 2,000 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.