REDW Wealth’s Mondelez International MDLZ Stock Holding History

REDW Wealth’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
2019 Q4	–	Sell	-3,619	Closed	-$200K	–	87
2019 Q3	$200K	Sell	3,619 -602	-14%	-$32.9K	0.12%	79
2019 Q2	$228K	Sell	4,221 -1,100	-21%	-$57.1K	0.14%	74
2019 Q1	$266K	Hold	5,321	–	–	0.16%	62
2018 Q4	$213K	Sell	5,321 -300	-5%	-$12.8K	0.15%	70
2018 Q3	$241K	Hold	5,621	–	–	0.16%	71
2018 Q2	$230K	Hold	5,621	–	–	0.16%	69
2018 Q1	$235K	Sell	5,621 -200	-3%	-$8.69K	0.18%	68
2017 Q4	$249K	Hold	5,821	–	–	0.19%	62
2017 Q3	$237K	Hold	5,821	–	–	0.2%	66
2017 Q2	$251K	Hold	5,821	–	–	0.25%	59
2017 Q1	$251K	Sell	5,821 -141	-2%	-$6.25K	0.26%	62
2016 Q4	$264K	Buy	+5,962	New	+$257K	0.3%	51

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

REDW Wealth's MDLZ Position: Q4 2019 in Review

REDW Wealth sold out of Mondelez International (MDLZ) in Q4 2019, closing a stake of 3,619 shares — an estimated $200K sold.

REDW Wealth first reported a position in MDLZ in Q4 2016 and held it in 12 quarters. The position peaked at $266K in Q1 2019. 1,579 funds tracked by Wall St. Rank hold MDLZ as of Q4 2019.

REDW Wealth reported no remaining Mondelez International position as of Q4 2019 after selling out during the quarter.
REDW Wealth sold 3,619 Mondelez International shares in Q4 2019, an estimated $200K.
REDW Wealth first reported a position in Mondelez International in Q4 2016 and held it in 12 quarters.
REDW Wealth's Mondelez International position peaked at $266K in Q1 2019.
1,579 funds tracked by Wall St. Rank held Mondelez International as of Q4 2019.

Based on REDW Wealth's 13F filing for Q4 2019, filed 5 Feb 2020.