Lehman Financial Resources’s Mondelez International MDLZ Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-400	Closed	-$16K	–	223
2015 Q3	$16K	Hold	400	–	–	0.01%	269
2015 Q2	$16K	Sell	400 -150	-27%	-$5.88K	0.01%	271
2015 Q1	$20K	Buy	550 +400	+267%	+$14.5K	0.01%	247
2014 Q4	$5K	Hold	150	–	–	﹤0.01%	343
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	356
2014 Q2	$6K	Hold	150	–	–	﹤0.01%	328
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	340
2013 Q4	$5K	Hold	150	–	–	﹤0.01%	326
2013 Q3	$5K	Hold	150	–	–	﹤0.01%	318
2013 Q2	$4K	Buy	+150	New	+$4.56K	﹤0.01%	292

Other funds holding MDLZ

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

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lehman Financial Resources's MDLZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of Mondelez International (MDLZ) in Q4 2015, closing a stake of 400 shares — an estimated $16K sold.

Lehman Financial Resources first reported a position in MDLZ in Q2 2013 and held it in 10 quarters. The position peaked at $20K in Q1 2015. 1,232 funds tracked by Wall St. Rank hold MDLZ as of Q4 2015.

Lehman Financial Resources reported no remaining Mondelez International position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 400 Mondelez International shares in Q4 2015, an estimated $16K.
Lehman Financial Resources first reported a position in Mondelez International in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Mondelez International position peaked at $20K in Q1 2015.
1,232 funds tracked by Wall St. Rank held Mondelez International as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.