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Jana Partners’s Mondelez International MDLZ Stock Holding History

Jana Partners’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
2015
Q3 		– Sell
-250,000
Closed -$10.3M – 42
2015
Q2 		$10.3M Buy
+250,000
New +$9.8M 0.06% 35

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

Jana Partners's MDLZ Position: Q4 2016 in Review

Jana Partners sold out of Mondelez International (MDLZ) in Q4 2016, closing a stake of 3,310,023 shares — an estimated $145M sold.

Jana Partners first reported a position in MDLZ in Q4 2013 and held it in 2 quarters. The position peaked at $164M in Q4 2013. 1,253 funds tracked by Wall St. Rank hold MDLZ as of Q4 2016.

  • Jana Partners reported no remaining Mondelez International position as of Q4 2016 after selling out during the quarter.
  • Jana Partners sold 3,310,023 Mondelez International shares in Q4 2016, an estimated $145M.
  • Jana Partners first reported a position in Mondelez International in Q4 2013 and held it in 2 quarters.
  • Jana Partners's Mondelez International position peaked at $164M in Q4 2013.
  • 1,253 funds tracked by Wall St. Rank held Mondelez International as of Q4 2016.

Based on Jana Partners's 13F filing for Q4 2016, filed 14 Feb 2017.