JOYN Advisors’s Mondelez International MDLZ Stock Holding History

JOYN 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 Q1	$273K	Buy	5,442 +184	+3%	+$9.97K	0.09%	81
2019 Q4	$290K	Sell	5,258 -853	-14%	-$45.6K	0.06%	83
2019 Q3	$338K	Buy	6,111 +394	+7%	+$21.6K	0.07%	70
2019 Q2	$299K	Buy	5,717 +139	+2%	+$7.22K	0.07%	84
2019 Q1	$278K	Buy	5,578 +82	+1%	+$3.76K	0.06%	77
2018 Q4	$220K	Buy	5,496 +844	+18%	+$36K	0.05%	103
2018 Q3	$200K	Buy	4,652 +707	+18%	+$30.2K	0.04%	145
2018 Q2	$162K	Buy	3,945 +3,504	+795%	+$141K	0.03%	159
2018 Q1	$18K	Buy	+441	New	+$19.2K	﹤0.01%	697

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's MDLZ Position: Q1 2020 in Review

JOYN Advisors increased its Mondelez International (MDLZ) stake by 3.5% in Q1 2020, buying an estimated $9.97K and bringing the position to 5,442 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #81.

JOYN Advisors first reported a position in MDLZ in Q1 2018 and has held it in 9 quarters since. The position peaked at $338K in Q3 2019. 1,529 funds tracked by Wall St. Rank hold MDLZ as of Q1 2020.

JOYN Advisors held 5,442 shares of Mondelez International worth $273K as of Q1 2020.
JOYN Advisors bought 184 Mondelez International shares in Q1 2020, an estimated $9.97K.
Mondelez International made up 0.09% of JOYN Advisors's portfolio in Q1 2020, its #81 holding.
JOYN Advisors first reported a position in Mondelez International in Q1 2018 and has held it in 9 quarters since.
JOYN Advisors's Mondelez International position peaked at $338K in Q3 2019.
1,529 funds tracked by Wall St. Rank held Mondelez International as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.