Pinnacle Advisory Group’s Mondelez International MDLZ Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$907K	Buy	+15,494	New	+$875K	0.04%	124
2018 Q3	–	Sell	-14,408	Closed	-$591K	–	168
2018 Q2	$591K	Sell	14,408 -950	-6%	-$38.2K	0.04%	97
2018 Q1	$641K	Sell	15,358 -5,429	-26%	-$236K	0.04%	107
2017 Q4	$890K	Sell	20,787 -3,534	-15%	-$148K	0.05%	92
2017 Q3	$989K	Sell	24,321 -344	-1%	-$14.6K	0.06%	75
2017 Q2	$1.06M	Sell	24,665 -80	-0.3%	-$3.61K	0.07%	69
2017 Q1	$1.07M	Buy	24,745 +8,639	+54%	+$383K	0.07%	70
2016 Q4	$714K	Buy	16,106 +8,912	+124%	+$384K	0.05%	84
2016 Q3	$305K	Buy	+7,194	New	+$316K	0.03%	95

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Advisory Group's MDLZ Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Mondelez International (MDLZ) in Q1 2021: 15,494 shares worth $907K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in MDLZ as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in MDLZ in Q3 2016 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2017. 1,642 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

Pinnacle Advisory Group held 15,494 shares of Mondelez International worth $907K as of Q1 2021.
Mondelez International was a new Pinnacle Advisory Group position in Q1 2021.
Mondelez International made up 0.04% of Pinnacle Advisory Group's portfolio in Q1 2021, its #124 holding.
Pinnacle Advisory Group first reported a position in Mondelez International in Q3 2016 and has held it in 9 quarters since.
Pinnacle Advisory Group's Mondelez International position peaked at $1.07M in Q1 2017.
1,642 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.