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Portfolio Strategies’s Mondelez International MDLZ Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-200
Closed -$8K – 257
2018
Q1 		$8K Hold
200
– – 0.01% 171
2017
Q4 		$9K Buy
+200
New +$8.4K 0.01% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Portfolio Strategies's MDLZ Position: Q2 2018 in Review

Portfolio Strategies sold out of Mondelez International (MDLZ) in Q2 2018, closing a stake of 200 shares — an estimated $8K sold.

Portfolio Strategies first reported a position in MDLZ in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 1,350 funds tracked by Wall St. Rank hold MDLZ as of Q2 2018.

  • Portfolio Strategies reported no remaining Mondelez International position as of Q2 2018 after selling out during the quarter.
  • Portfolio Strategies sold 200 Mondelez International shares in Q2 2018, an estimated $8K.
  • Portfolio Strategies first reported a position in Mondelez International in Q4 2017 and held it in 2 quarters.
  • Portfolio Strategies's Mondelez International position peaked at $9K in Q4 2017.
  • 1,350 funds tracked by Wall St. Rank held Mondelez International as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.