Regal Wealth Group’s Mondelez International MDLZ Stock Holding History

Regal Wealth Group’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	-82	Closed	-$5K	–	225
2020 Q3	$5K	Buy	82 +1	+1%	+$56	﹤0.01%	169
2020 Q2	$4K	Sell	81 -1	-1%	-$51	﹤0.01%	171
2020 Q1	$4K	Hold	82	–	–	﹤0.01%	153
2019 Q4	$4K	Buy	82 +1	+1%	+$53	﹤0.01%	175
2019 Q3	$5K	Sell	81 -1	-1%	-$55	﹤0.01%	150
2019 Q2	$4K	Hold	82	–	–	﹤0.01%	145
2019 Q1	$4K	Hold	82	–	–	﹤0.01%	141
2018 Q4	$3K	Buy	82 +1	+1%	+$43	﹤0.01%	144
2018 Q3	$4K	Sell	81 -1	-1%	-$43	﹤0.01%	142
2018 Q2	$3K	Hold	82	–	–	﹤0.01%	153
2018 Q1	$3K	Buy	82 +1	+1%	+$43	﹤0.01%	155
2017 Q4	$3K	Sell	81 -1	-1%	-$42	﹤0.01%	153
2017 Q3	$3K	Hold	82	–	–	﹤0.01%	138
2017 Q2	$4K	Hold	82	–	–	﹤0.01%	137
2017 Q1	$4K	Hold	82	–	–	﹤0.01%	137
2016 Q4	$4K	Hold	82	–	–	﹤0.01%	144
2016 Q3	$4K	Hold	82	–	–	﹤0.01%	156
2016 Q2	$4K	Hold	82	–	–	﹤0.01%	163
2016 Q1	$3K	Hold	82	–	–	﹤0.01%	155
2015 Q4	$4K	Buy	+82	New	+$3.67K	﹤0.01%	138

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Regal Wealth Group's MDLZ Position: Q4 2020 in Review

Regal Wealth Group sold out of Mondelez International (MDLZ) in Q4 2020, closing a stake of 82 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in MDLZ in Q4 2015 and held it in 20 quarters. The position peaked at $5K in Q3 2020. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

Regal Wealth Group reported no remaining Mondelez International position as of Q4 2020 after selling out during the quarter.
Regal Wealth Group sold 82 Mondelez International shares in Q4 2020, an estimated $5K.
Regal Wealth Group first reported a position in Mondelez International in Q4 2015 and held it in 20 quarters.
Regal Wealth Group's Mondelez International position peaked at $5K in Q3 2020.
1,670 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.