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Ovata Capital Management’s Mondelez International MDLZ Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-1,760
Closed -$90K – 137
2020
Q2 		$90K Buy
+1,760
New +$90.4K 0.03% 93

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ovata Capital Management's MDLZ Position: Q3 2020 in Review

Ovata Capital Management sold out of Mondelez International (MDLZ) in Q3 2020, closing a stake of 1,760 shares — an estimated $90K sold.

Ovata Capital Management first reported a position in MDLZ in Q2 2020 and held it in 1 quarter. The position peaked at $90K in Q2 2020. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

  • Ovata Capital Management reported no remaining Mondelez International position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 1,760 Mondelez International shares in Q3 2020, an estimated $90K.
  • Ovata Capital Management first reported a position in Mondelez International in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Mondelez International position peaked at $90K in Q2 2020.
  • 1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.