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Hobart Private Capital’s Mondelez International MDLZ Stock Holding History

Hobart Private Capital’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
2021
Q4 		– Sell
-9,888
Closed -$575K – 75
2021
Q3 		$575K Sell
9,888
-410
-4% -$25.5K 0.23% 62
2021
Q2 		$643K Sell
10,298
-158
-2% -$9.73K 0.26% 61
2021
Q1 		$612K Sell
10,456
-264
-2% -$14.9K 0.25% 68
2020
Q4 		$627K Buy
10,720
+728
+7% +$41.6K 0.27% 66
2020
Q3 		$574K Buy
9,992
+106
+1% +$5.9K 0.3% 63
2020
Q2 		$505K Buy
9,886
+1,010
+11% +$51.9K 0.28% 87
2020
Q1 		$445K Buy
8,876
+1,114
+14% +$60.3K 0.31% 82
2019
Q4 		$428K Buy
7,762
+1,082
+16% +$57.9K 0.26% 116
2019
Q3 		$370K Buy
+6,680
New +$365K 0.25% 102

Other funds holding MDLZ

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State Street
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Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return