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Needelman Asset Management’s Mondelez International MDLZ Stock Holding History

Needelman Asset Management’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
2018
Q3 		– Sell
-18,140
Closed -$744K – 22
2018
Q2 		$744K Sell
18,140
-100
-0.5% -$4.02K 1.62% 33
2018
Q1 		$761K Sell
18,240
-100
-0.5% -$4.34K 1.64% 33
2017
Q4 		$785K Hold
18,340
– – 1.96% 33
2017
Q3 		$746K Buy
18,340
+1,300
+8% +$55.2K 1.83% 35
2017
Q2 		$736K Buy
17,040
+45
+0.3% +$2.03K 1.89% 33
2017
Q1 		$732K Sell
16,995
-100
-0.6% -$4.43K 1.96% 32
2016
Q4 		$758K Sell
17,095
-50
-0.3% -$2.15K 2.1% 30
2016
Q3 		$753K Hold
17,145
– – 2.26% 30
2016
Q2 		$780K Hold
17,145
– – 2.23% 29
2016
Q1 		$688K Hold
17,145
– – 2.01% 30
2015
Q4 		$769K Hold
17,145
– – 2.33% 25
2015
Q3 		$718K Hold
17,145
– – 2.36% 22
2015
Q2 		$705K Buy
17,145
+250
+1% +$9.8K 2.23% 26
2015
Q1 		$610K Sell
16,895
-130
-0.8% -$4.7K 1.85% 30
2014
Q4 		$618K Buy
17,025
+400
+2% +$14.6K 1.89% 31
2014
Q3 		$570K Hold
16,625
– – 1.83% 32
2014
Q2 		$625K Hold
16,625
– – 1.98% 31
2014
Q1 		$574K Sell
16,625
-250
-1% -$8.54K 1.86% 31
2013
Q4 		$596K Hold
16,875
– – 1.97% 31
2013
Q3 		$530K Hold
16,875
– – 1.9% 33
2013
Q2 		$481K Buy
+16,875
New +$513K 1.76% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Needelman Asset Management's MDLZ Position: Q3 2018 in Review

Needelman Asset Management sold out of Mondelez International (MDLZ) in Q3 2018, closing a stake of 18,140 shares — an estimated $744K sold.

Needelman Asset Management first reported a position in MDLZ in Q2 2013 and held it in 21 quarters. The position peaked at $785K in Q4 2017. 1,345 funds tracked by Wall St. Rank hold MDLZ as of Q3 2018.

  • Needelman Asset Management reported no remaining Mondelez International position as of Q3 2018 after selling out during the quarter.
  • Needelman Asset Management sold 18,140 Mondelez International shares in Q3 2018, an estimated $744K.
  • Needelman Asset Management first reported a position in Mondelez International in Q2 2013 and held it in 21 quarters.
  • Needelman Asset Management's Mondelez International position peaked at $785K in Q4 2017.
  • 1,345 funds tracked by Wall St. Rank held Mondelez International as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.