PSG
MDLZ icon

Planning Solutions Group’s Mondelez International MDLZ Stock Holding History

Planning Solutions 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
2019
Q2 		$223K Hold
4,132
– – 0.11% 130
2019
Q1 		$206K Buy
+4,132
New +$190K 0.11% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Solutions Group's MDLZ Position: Q2 2019 in Review

Planning Solutions Group held its Mondelez International (MDLZ) position steady in Q2 2019 at 4,132 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #130.

Planning Solutions Group first reported a position in MDLZ in Q1 2019 and has held it in 2 quarters since. 1,469 funds tracked by Wall St. Rank hold MDLZ as of Q2 2019.

  • Planning Solutions Group held 4,132 shares of Mondelez International worth $223K as of Q2 2019.
  • Planning Solutions Group left its Mondelez International share count unchanged in Q2 2019.
  • Mondelez International made up 0.11% of Planning Solutions Group's portfolio in Q2 2019, its #130 holding.
  • Planning Solutions Group first reported a position in Mondelez International in Q1 2019 and has held it in 2 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Mondelez International as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.