RI
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Relational Investors’s Mondelez International MDLZ Stock Holding History

Relational Investors’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
2015
Q4 		– Sell
-2,418,076
Closed -$101M – 3
2015
Q3 		$101M Sell
2,418,076
-2,000,000
-45% -$86.2M 12.05% 3
2015
Q2 		$182M Sell
4,418,076
-8,050,000
-65% -$316M 11.3% 4
2015
Q1 		$450M Hold
12,468,076
– – 18.94% 1
2014
Q4 		$453M Hold
12,468,076
– – 16.29% 1
2014
Q3 		$427M Sell
12,468,076
-2,721,059
-18% -$99.1M 10.52% 3
2014
Q2 		$571M Sell
15,189,135
-864,149
-5% -$31.6M 8.69% 3
2014
Q1 		$555M Sell
16,053,284
-275,287
-2% -$9.41M 8.87% 3
2013
Q4 		$576M Sell
16,328,571
-821,629
-5% -$27.3M 9.85% 3
2013
Q3 		$539M Hold
17,150,200
– – 9.01% 4
2013
Q2 		$489M Buy
+17,150,200
New +$522M 8.72% 3

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return