PMA
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Prudent Man Advisors’s Mondelez International MDLZ Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-15,226
Closed -$951K – 221
2021
Q2 		$951K Sell
15,226
-7,274
-32% -$448K 0.37% 53
2021
Q1 		$1.32M Buy
22,500
+884
+4% +$49.9K 0.55% 35
2020
Q4 		$1.26M Sell
21,616
-616
-3% -$35.2K 0.53% 34
2020
Q3 		$1.28M Sell
22,232
-2,775
-11% -$154K 0.68% 27
2020
Q2 		$1.28M Buy
+25,007
New +$1.28M 1.14% 17

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.14B AUM 8.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return