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Point View Wealth Management’s Mondelez International MDLZ Stock Holding History

Point View Wealth 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
Q4 		$844K Sell
14,431
-160
-1% -$9.14K 0.34% 100
2020
Q3 		$838K Buy
14,591
+383
+3% +$21.3K 0.4% 82
2020
Q2 		$726K Sell
14,208
-423
-3% -$21.7K 0.35% 95
2020
Q1 		$733K Buy
14,631
+61
+0.4% +$3.3K 0.4% 88
2019
Q4 		$803K Sell
14,570
-190
-1% -$10.2K 0.33% 103
2019
Q3 		$816K Sell
14,760
-2,178
-13% -$119K 0.37% 90
2019
Q2 		$913K Buy
16,938
+127
+0.8% +$6.59K 0.39% 87
2019
Q1 		$839K Buy
16,811
+675
+4% +$31K 0.37% 93
2018
Q4 		$646K Buy
16,136
+997
+7% +$42.5K 0.33% 107
2018
Q3 		$650K Sell
15,139
-98
-0.6% -$4.18K 0.29% 122
2018
Q2 		$625K Buy
15,237
+955
+7% +$38.4K 0.29% 122
2018
Q1 		$596K Buy
14,282
+147
+1% +$6.38K 0.29% 122
2017
Q4 		$605K Buy
14,135
+242
+2% +$10.2K 0.29% 127
2017
Q3 		$565K Buy
13,893
+2,161
+18% +$91.8K 0.27% 135
2017
Q2 		$507K Buy
11,732
+1,166
+11% +$52.6K 0.25% 140
2017
Q1 		$455K Buy
10,566
+551
+6% +$24.4K 0.23% 143
2016
Q4 		$444K Sell
10,015
-349
-3% -$15K 0.26% 139
2016
Q3 		$455K Buy
10,364
+419
+4% +$18.4K 0.27% 130
2016
Q2 		$453K Buy
9,945
+2,281
+30% +$99.4K 0.27% 123
2016
Q1 		$307K Sell
7,664
-602
-7% -$24.5K 0.2% 158
2015
Q4 		$371K Sell
8,266
-874
-10% -$39.1K 0.27% 131
2015
Q3 		$383K Buy
9,140
+2,289
+33% +$98.6K 0.31% 114
2015
Q2 		$282K Buy
+6,851
New +$269K 0.22% 149

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's MDLZ Position: Q4 2020 in Review

Point View Wealth Management reduced its Mondelez International (MDLZ) stake by 1.1% in Q4 2020, selling an estimated $9.14K and leaving 14,431 shares worth $844K. The position accounts for 0.34% of the portfolio, ranked #100.

Point View Wealth Management first reported a position in MDLZ in Q2 2015 and has held it in 23 quarters since. The position peaked at $913K in Q2 2019. 1,669 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • Point View Wealth Management held 14,431 shares of Mondelez International worth $844K as of Q4 2020.
  • Point View Wealth Management sold 160 Mondelez International shares in Q4 2020, an estimated $9.14K.
  • Mondelez International made up 0.34% of Point View Wealth Management's portfolio in Q4 2020, its #100 holding.
  • Point View Wealth Management first reported a position in Mondelez International in Q2 2015 and has held it in 23 quarters since.
  • Point View Wealth Management's Mondelez International position peaked at $913K in Q2 2019.
  • 1,669 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.