RA
MDLZ icon

Rational Advisors’s Mondelez International MDLZ Stock Holding History

Rational 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
2020
Q4 		– Sell
-1,590
Closed -$91K – 452
2020
Q3 		$91K Buy
1,590
+1,203
+311% +$67K 0.04% 166
2020
Q2 		$20K Buy
+387
New +$19.9K 0.01% 280
2020
Q1 		– Sell
-2,273
Closed -$125K – 381
2019
Q4 		$125K Buy
2,273
+1,664
+273% +$89K 0.06% 256
2019
Q3 		$34K Sell
609
-3,056
-83% -$167K 0.01% 407
2019
Q2 		$198K Sell
3,665
-40,410
-92% -$2.1M 0.07% 219
2019
Q1 		$2.2M Buy
44,075
+39,098
+786% +$1.79M 0.6% 59
2018
Q4 		$199K Buy
4,977
+1,870
+60% +$79.7K 0.06% 184
2018
Q3 		$134K Sell
3,107
-359
-10% -$15.3K 0.03% 213
2018
Q2 		$142K Sell
3,466
-11,787
-77% -$474K 0.07% 218
2018
Q1 		$636K Sell
15,253
-4,947
-24% -$215K 0.3% 114
2017
Q4 		$865K Buy
20,200
+3,400
+20% +$143K 0.45% 87
2017
Q3 		$683K Sell
16,800
-3,500
-17% -$149K 0.37% 89
2017
Q2 		$877K Buy
20,300
+3,500
+21% +$158K 0.55% 56
2017
Q1 		$724K Buy
+16,800
New +$744K 0.48% 77
2016
Q4 		– Sell
-20,095
Closed -$883K – 266
2016
Q3 		$883K Buy
20,095
+3,295
+20% +$145K 0.58% 55
2016
Q2 		$765K Buy
+16,800
New +$732K 0.53% 44
2015
Q3 		$16K Hold
384
– – 0.01% 293
2015
Q2 		$16K Hold
384
– – 0.01% 301
2015
Q1 		$14K Sell
384
-256
-40% -$9.26K ﹤0.01% 305
2014
Q4 		$23K Buy
+640
New +$23.3K ﹤0.01% 333
2013
Q4 		$715K Sell
20,260
-9,564
-32% -$318K 0.06% 312
2013
Q3 		$937K Sell
29,824
-3,000
-9% -$93.1K 0.07% 326
2013
Q2 		$936K Buy
+32,824
New +$999K 0.08% 320

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rational Advisors's MDLZ Position: Q4 2020 in Review

Rational Advisors sold out of Mondelez International (MDLZ) in Q4 2020, closing a stake of 1,590 shares — an estimated $91K sold.

Rational Advisors first reported a position in MDLZ in Q2 2013 and held it in 23 quarters. The position peaked at $2.2M in Q1 2019. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • Rational Advisors reported no remaining Mondelez International position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 1,590 Mondelez International shares in Q4 2020, an estimated $91K.
  • Rational Advisors first reported a position in Mondelez International in Q2 2013 and held it in 23 quarters.
  • Rational Advisors's Mondelez International position peaked at $2.2M in Q1 2019.
  • 1,670 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.