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Mar Vista Investment Partners’s Mondelez International MDLZ Stock Holding History

Mar Vista Investment 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
2019
Q1 		– Sell
-1,598,294
Closed -$64M – 50
2018
Q4 		$64M Buy
1,598,294
+45,298
+3% +$1.93M 2.15% 23
2018
Q3 		$66.7M Buy
1,552,996
+292,302
+23% +$12.5M 1.96% 23
2018
Q2 		$51.7M Sell
1,260,694
-139,713
-10% -$5.61M 2.03% 22
2018
Q1 		$58.4M Buy
1,400,407
+24,050
+2% +$1.04M 2.32% 19
2017
Q4 		$58.9M Sell
1,376,357
-33,799
-2% -$1.42M 2.21% 20
2017
Q3 		$57.3M Buy
1,410,156
+82,027
+6% +$3.48M 2.38% 18
2017
Q2 		$57.4M Buy
1,328,129
+45,468
+4% +$2.05M 2.4% 17
2017
Q1 		$55.3M Sell
1,282,661
-167,460
-12% -$7.42M 2.3% 21
2016
Q4 		$64.3M Sell
1,450,121
-797,473
-35% -$34.4M 2.6% 20
2016
Q3 		$98.7M Buy
2,247,594
+522,146
+30% +$22.9M 4.03% 10
2016
Q2 		$78.5M Buy
1,725,448
+191,772
+13% +$8.36M 4.65% 7
2016
Q1 		$61.5M Sell
1,533,676
-83,189
-5% -$3.39M 3.78% 12
2015
Q4 		$72.5M Sell
1,616,865
-1,852
-0.1% -$82.8K 4.25% 10
2015
Q3 		$67.8M Sell
1,618,717
-638,249
-28% -$27.5M 4.07% 11
2015
Q2 		$92.9M Sell
2,256,966
-9,171
-0.4% -$360K 5.11% 5
2015
Q1 		$81.8M Buy
2,266,137
+368,507
+19% +$13.3M 4.64% 7
2014
Q4 		$68.9M Buy
1,897,630
+41,088
+2% +$1.5M 4.03% 8
2014
Q3 		$63.6M Sell
1,856,542
-2,972
-0.2% -$108K 3.9% 11
2014
Q2 		$69.9M Sell
1,859,514
-203,435
-10% -$7.44M 4.34% 7
2014
Q1 		$71.3M Buy
2,062,949
+35,556
+2% +$1.22M 4.11% 8
2013
Q4 		$71.6M Buy
2,027,393
+92,311
+5% +$3.07M 4.17% 8
2013
Q3 		$60.8M Sell
1,935,082
-263,073
-12% -$8.16M 4.17% 10
2013
Q2 		$62.7M Buy
+2,198,155
New +$66.9M 4.07% 9

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mar Vista Investment Partners's MDLZ Position: Q1 2019 in Review

Mar Vista Investment Partners sold out of Mondelez International (MDLZ) in Q1 2019, closing a stake of 1,598,294 shares — an estimated $64M sold.

Mar Vista Investment Partners first reported a position in MDLZ in Q2 2013 and held it in 23 quarters. The position peaked at $98.7M in Q3 2016. 1,456 funds tracked by Wall St. Rank hold MDLZ as of Q1 2019.

  • Mar Vista Investment Partners reported no remaining Mondelez International position as of Q1 2019 after selling out during the quarter.
  • Mar Vista Investment Partners sold 1,598,294 Mondelez International shares in Q1 2019, an estimated $64M.
  • Mar Vista Investment Partners first reported a position in Mondelez International in Q2 2013 and held it in 23 quarters.
  • Mar Vista Investment Partners's Mondelez International position peaked at $98.7M in Q3 2016.
  • 1,456 funds tracked by Wall St. Rank held Mondelez International as of Q1 2019.

Based on Mar Vista Investment Partners's 13F filing for Q1 2019, filed 14 May 2019.