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Private Wealth Advisors (Pennsylvania)’s Mondelez International MDLZ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$397K Buy
6,785
+1
+0% +$57 0.23% 78
2020
Q3 		$390K Buy
6,784
+1
+0% +$56 0.25% 69
2020
Q2 		$347K Hold
6,783
– – 0.24% 71
2020
Q1 		$344K Buy
6,783
+29
+0.4% +$1.57K 0.26% 68
2019
Q4 		$370K Buy
6,754
+2
+0% +$107 0.2% 93
2019
Q3 		$374K Sell
6,752
-1,308
-16% -$71.6K 0.19% 103
2019
Q2 		$434K Hold
8,060
– – 0.15% 106
2019
Q1 		$402K Hold
8,060
– – 0.15% 108
2018
Q4 		$323K Sell
8,060
-727
-8% -$31K 0.14% 110
2018
Q3 		$377K Hold
8,787
– – 0.14% 106
2018
Q2 		$360K Sell
8,787
-775
-8% -$31.1K 0.14% 106
2018
Q1 		$399K Buy
9,562
+50
+0.5% +$2.17K 0.16% 102
2017
Q4 		$407K Sell
9,512
-204
-2% -$8.56K 0.16% 102
2017
Q3 		$395K Hold
9,716
– – 0.16% 101
2017
Q2 		$420K Sell
9,716
-300
-3% -$13.5K 0.18% 95
2017
Q1 		$431K Buy
10,016
+70
+0.7% +$3.1K 0.19% 95
2016
Q4 		$441K Hold
9,946
– – 0.2% 91
2016
Q3 		$437K Hold
9,946
– – 0.21% 93
2016
Q2 		$453K Buy
9,946
+338
+4% +$14.7K 0.22% 89
2016
Q1 		$385K Buy
9,608
+75
+0.8% +$3.05K 0.21% 88
2015
Q4 		$427K Sell
9,533
-243
-2% -$10.9K 0.24% 84
2015
Q3 		$409K Buy
9,776
+190
+2% +$8.19K 0.2% 101
2015
Q2 		$394K Hold
9,586
– – 0.18% 102
2015
Q1 		$346K Hold
9,586
– – 0.16% 105
2014
Q4 		$348K Buy
9,586
+100
+1% +$3.64K 0.17% 94
2014
Q3 		$325K Hold
9,486
– – 0.17% 96
2014
Q2 		$357K Sell
9,486
-1,075
-10% -$39.3K 0.18% 96
2014
Q1 		$365K Sell
10,561
-350
-3% -$12K 0.2% 93
2013
Q4 		$385K Hold
10,911
– – 0.21% 93
2013
Q3 		$343K Buy
10,911
+239
+2% +$7.41K 0.2% 94
2013
Q2 		$304K Buy
+10,672
New +$325K 0.19% 96

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

Private Wealth Advisors (Pennsylvania)'s MDLZ Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Mondelez International (MDLZ) stake by 0.01% in Q4 2020, buying an estimated $57 and bringing the position to 6,785 shares worth $397K. The position accounts for 0.23% of the portfolio, ranked #78.

Private Wealth Advisors (Pennsylvania) first reported a position in MDLZ in Q2 2013 and has held it in 31 quarters since. The position peaked at $453K in Q2 2016. 1,669 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 6,785 shares of Mondelez International worth $397K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 1 Mondelez International share in Q4 2020, an estimated $57.
  • Mondelez International made up 0.23% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #78 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Mondelez International in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Mondelez International position peaked at $453K in Q2 2016.
  • 1,669 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.